GB
Goepper Burkhardt’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Buy |
1,327,110
+68,592
| +5% | +$2M | 14.28% | 1 |
|
|
2025
Q1 | $31.5M | Buy |
1,258,518
+25,740
| +2% | +$645K | 12.6% | 1 |
|
|
2024
Q4 | $34.4M | Buy |
1,232,778
+919,825
| +294% | +$25.6M | 13.95% | 1 |
|
|
2024
Q3 | $32.6M | Buy |
312,953
+3,171
| +1% | +$330K | 13.45% | 1 |
|
|
2024
Q2 | $31.2M | Buy |
309,782
+907
| +0.3% | +$91.5K | 14.14% | 1 |
|
|
2024
Q1 | $28.7M | Buy |
308,875
+7,592
| +3% | +$705K | 13.36% | 1 |
|
|
2023
Q4 | $27.3M | Buy |
301,283
+7,395
| +3% | +$669K | 13.56% | 1 |
|
|
2023
Q3 | $21.4M | Buy |
293,888
+4,406
| +2% | +$320K | 13.04% | 1 |
|
|
2023
Q2 | $21.7M | Buy |
289,482
+7,397
| +3% | +$554K | 13.09% | 1 |
|
|
2023
Q1 | $18.4M | Buy |
282,085
+12,301
| +5% | +$802K | 12.03% | 1 |
|
|
2022
Q4 | $15M | Buy |
269,784
+2,512
| +0.9% | +$140K | 10.49% | 3 |
|
|
2022
Q3 | $14.9M | Buy |
267,272
+456
| +0.2% | +$25.4K | 11.09% | 2 |
|
|
2022
Q2 | $15.5M | Sell |
266,816
-4,353
| -2% | -$252K | 10.9% | 3 |
|
|
2022
Q1 | $20.3M | Buy |
271,169
+135,530
| +100% | +$10.1M | 12.31% | 1 |
|
|
2021
Q4 | $22.2M | Buy |
135,639
+2,353
| +2% | +$385K | 13.2% | 1 |
|
|
2021
Q3 | $19.7M | Buy |
133,286
+949
| +0.7% | +$141K | 12.58% | 2 |
|
|
2021
Q2 | $19.3M | Buy |
132,337
+1,645
| +1% | +$240K | 12.2% | 2 |
|
|
2021
Q1 | $17M | Sell |
130,692
-2,799
| -2% | -$363K | 11.53% | 3 |
|
|
2020
Q4 | $17.1M | Buy |
+133,491
| New | +$17.1M | 12.44% | 2 |
|