GB
Goepper Burkhardt’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
1,083,704
+19,082
| +2% | +$455K | 9.51% | 2 |
|
|
2025
Q1 | $22.9M | Sell |
1,064,622
-5,175
| -0.5% | -$111K | 9.16% | 2 |
|
|
2024
Q4 | $24.3M | Buy |
1,069,797
+707,510
| +195% | +$16.1M | 9.86% | 2 |
|
|
2024
Q3 | $24.1M | Buy |
362,287
+315
| +0.1% | +$21K | 9.94% | 2 |
|
|
2024
Q2 | $22.8M | Buy |
361,972
+2,549
| +0.7% | +$160K | 10.3% | 2 |
|
|
2024
Q1 | $21.8M | Buy |
359,423
+5,466
| +2% | +$331K | 10.14% | 2 |
|
|
2023
Q4 | $20.7M | Buy |
353,957
+3,166
| +0.9% | +$185K | 10.29% | 3 |
|
|
2023
Q3 | $17.5M | Sell |
350,791
-1,766
| -0.5% | -$88K | 10.67% | 3 |
|
|
2023
Q2 | $18.2M | Buy |
352,557
+702
| +0.2% | +$36.3K | 11% | 3 |
|
|
2023
Q1 | $16.8M | Buy |
351,855
+11,052
| +3% | +$529K | 11.02% | 3 |
|
|
2022
Q4 | $15.3M | Sell |
340,803
-22,380
| -6% | -$1M | 10.69% | 2 |
|
|
2022
Q3 | $15.3M | Sell |
363,183
-2,701
| -0.7% | -$113K | 11.34% | 1 |
|
|
2022
Q2 | $16.2M | Sell |
365,884
-7,939
| -2% | -$351K | 11.39% | 1 |
|
|
2022
Q1 | $20M | Buy |
373,823
+182,947
| +96% | +$9.77M | 12.11% | 2 |
|
|
2021
Q4 | $21.6M | Sell |
190,876
-2,368
| -1% | -$268K | 12.82% | 2 |
|
|
2021
Q3 | $20.1M | Sell |
193,244
-507
| -0.3% | -$52.7K | 12.8% | 1 |
|
|
2021
Q2 | $20.2M | Sell |
193,751
-783
| -0.4% | -$81.6K | 12.76% | 1 |
|
|
2021
Q1 | $18.8M | Sell |
194,534
-5,794
| -3% | -$560K | 12.79% | 1 |
|
|
2020
Q4 | $18.2M | Buy |
+200,328
| New | +$18.2M | 13.22% | 1 |
|