GB
Goepper Burkhardt’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
457,150
+33,610
| +8% | +$891K | 4.46% | 5 |
|
|
2025
Q1 | $11.8M | Buy |
423,540
+6,915
| +2% | +$193K | 4.74% | 5 |
|
|
2024
Q4 | $11.4M | Buy |
416,625
+284,896
| +216% | +$7.78M | 4.62% | 5 |
|
|
2024
Q3 | $11.1M | Buy |
131,729
+6,384
| +5% | +$540K | 4.59% | 5 |
|
|
2024
Q2 | $9.75M | Buy |
125,345
+2,110
| +2% | +$164K | 4.41% | 5 |
|
|
2024
Q1 | $9.77M | Buy |
123,235
+2,656
| +2% | +$211K | 4.55% | 5 |
|
|
2023
Q4 | $9.26M | Buy |
120,579
+15,418
| +15% | +$1.18M | 4.61% | 5 |
|
|
2023
Q3 | $7.44M | Buy |
105,161
+8,303
| +9% | +$588K | 4.54% | 6 |
|
|
2023
Q2 | $7.03M | Buy |
96,858
+10,644
| +12% | +$773K | 4.24% | 9 |
|
|
2023
Q1 | $6.31M | Buy |
86,214
+4,767
| +6% | +$349K | 4.13% | 9 |
|
|
2022
Q4 | $6.15M | Buy |
81,447
+24,773
| +44% | +$1.87M | 4.31% | 8 |
|
|
2022
Q3 | $3.77M | Buy |
56,674
+14,341
| +34% | +$953K | 2.8% | 14 |
|
|
2022
Q2 | $3.03M | Buy |
42,333
+8,244
| +24% | +$590K | 2.14% | 14 |
|
|
2022
Q1 | $2.69M | Buy |
34,089
+9,313
| +38% | +$735K | 1.63% | 14 |
|
|
2021
Q4 | $2M | Buy |
24,776
+1,804
| +8% | +$146K | 1.19% | 14 |
|
|
2021
Q3 | $1.71M | Sell |
22,972
-229
| -1% | -$17K | 1.09% | 15 |
|
|
2021
Q2 | $1.75M | Buy |
23,201
+4,142
| +22% | +$313K | 1.11% | 15 |
|
|
2021
Q1 | $1.39M | Buy |
19,059
+4,019
| +27% | +$293K | 0.94% | 16 |
|
|
2020
Q4 | $965K | Buy |
+15,040
| New | +$965K | 0.7% | 21 |
|