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Goepper Burkhardt’s Schwab US Broad Market ETF SCHB Stock Holding History

Goepper Burkhardt’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6M Sell
1,138,014
-11,587
-1% -$304K 9.54% 2
2025
Q4 		$30.2M Buy
1,149,601
+38,162
+3% +$993K 9.82% 2
2025
Q3 		$28.6M Buy
1,111,439
+27,735
+3% +$687K 9.74% 2
2025
Q2 		$25.8M Buy
1,083,704
+19,082
+2% +$420K 9.51% 2
2025
Q1 		$22.9M Sell
1,064,622
-5,175
-0.5% -$118K 9.16% 2
2024
Q4 		$24.3M Sell
1,069,797
-17,064
-2% -$390K 9.86% 2
2024
Q3 		$24.1M Buy
1,086,861
+945
+0.1% +$20.2K 9.94% 2
2024
Q2 		$22.8M Buy
1,085,916
+7,647
+0.7% +$155K 10.3% 2
2024
Q1 		$21.8M Buy
1,078,269
+16,398
+2% +$317K 10.14% 2
2023
Q4 		$20.7M Buy
1,061,871
+9,498
+0.9% +$164K 10.29% 3
2023
Q3 		$17.5M Sell
1,052,373
-5,298
-0.5% -$91.7K 10.67% 3
2023
Q2 		$18.2M Buy
1,057,671
+2,106
+0.2% +$34.3K 11% 3
2023
Q1 		$16.8M Buy
1,055,565
+33,156
+3% +$518K 11.02% 3
2022
Q4 		$15.3M Sell
1,022,409
-67,140
-6% -$1.01M 10.69% 2
2022
Q3 		$15.3M Sell
1,089,549
-8,103
-0.7% -$126K 11.34% 1
2022
Q2 		$16.2M Sell
1,097,652
-23,817
-2% -$382K 11.39% 1
2022
Q1 		$20M Sell
1,121,469
-23,787
-2% -$418K 12.11% 2
2021
Q4 		$21.6M Sell
1,145,256
-14,208
-1% -$261K 12.82% 2
2021
Q3 		$20.1M Sell
1,159,464
-3,042
-0.3% -$54.1K 12.8% 1
2021
Q2 		$20.2M Sell
1,162,506
-4,698
-0.4% -$79.5K 12.76% 1
2021
Q1 		$18.8M Sell
1,167,204
-34,764
-3% -$548K 12.79% 1
2020
Q4 		$18.2M Buy
+1,201,968
New +$17.1M 13.22% 1

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Goepper Burkhardt's SCHB Position: Q1 2026 in Review

Goepper Burkhardt reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q1 2026, selling an estimated $304K and leaving 1,138,014 shares worth $28.6M. The position accounts for 9.54% of the portfolio, ranked #2.

Goepper Burkhardt first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $30.2M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Goepper Burkhardt held 1,138,014 shares of Schwab US Broad Market ETF worth $28.6M as of Q1 2026.
  • Goepper Burkhardt sold 11,587 Schwab US Broad Market ETF shares in Q1 2026, an estimated $304K.
  • Schwab US Broad Market ETF made up 9.54% of Goepper Burkhardt's portfolio in Q1 2026, its #2 holding.
  • Goepper Burkhardt first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Schwab US Broad Market ETF position peaked at $30.2M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.