GB
SCHV

Goepper Burkhardt’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Goepper Burkhardt’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9M Sell
421,949
-3,660
-0.9% -$114K 4.3% 5
2025
Q4 		$12.6M Sell
425,609
-6,864
-2% -$201K 4.11% 5
2025
Q3 		$12.6M Sell
432,473
-32,500
-7% -$923K 4.29% 5
2025
Q2 		$12.9M Buy
464,973
+1,742
+0.4% +$45.8K 4.74% 4
2025
Q1 		$12.3M Sell
463,231
-18,802
-4% -$505K 4.92% 4
2024
Q4 		$12.6M Sell
482,033
-21,877
-4% -$591K 5.1% 4
2024
Q3 		$13.5M Sell
503,910
-13,950
-3% -$358K 5.57% 4
2024
Q2 		$12.8M Sell
517,860
-8,778
-2% -$217K 5.79% 4
2024
Q1 		$13.1M Sell
526,638
-17,622
-3% -$423K 6.12% 4
2023
Q4 		$12.9M Sell
544,260
-3,000
-0.5% -$65.6K 6.42% 4
2023
Q3 		$11.8M Sell
547,260
-2,553
-0.5% -$57.3K 7.17% 4
2023
Q2 		$12.3M Buy
549,813
+300
+0.1% +$6.55K 7.42% 4
2023
Q1 		$12M Buy
549,513
+16,413
+3% +$365K 7.86% 4
2022
Q4 		$11.7M Sell
533,100
-38,895
-7% -$842K 8.21% 4
2022
Q3 		$11.2M Sell
571,995
-9,405
-2% -$202K 8.3% 4
2022
Q2 		$12.1M Sell
581,400
-14,241
-2% -$320K 8.52% 4
2022
Q1 		$14.2M Buy
595,641
+22,305
+4% +$528K 8.6% 4
2021
Q4 		$14M Buy
573,336
+32,091
+6% +$760K 8.31% 4
2021
Q3 		$12.2M Sell
541,245
-1,395
-0.3% -$32.3K 7.76% 4
2021
Q2 		$12.4M Buy
542,640
+17,343
+3% +$393K 7.81% 4
2021
Q1 		$11.4M Buy
525,297
+28,848
+6% +$601K 7.77% 4
2020
Q4 		$9.85M Buy
+496,449
New +$9.28M 7.15% 4

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goepper Burkhardt's SCHV Position: Q1 2026 in Review

Goepper Burkhardt reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.86% in Q1 2026, selling an estimated $114K and leaving 421,949 shares worth $12.9M. The position accounts for 4.3% of the portfolio, ranked #5.

Goepper Burkhardt first reported a position in SCHV in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.2M in Q1 2022. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Goepper Burkhardt held 421,949 shares of Schwab US Large-Cap Value ETF worth $12.9M as of Q1 2026.
  • Goepper Burkhardt sold 3,660 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $114K.
  • Schwab US Large-Cap Value ETF made up 4.3% of Goepper Burkhardt's portfolio in Q1 2026, its #5 holding.
  • Goepper Burkhardt first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Schwab US Large-Cap Value ETF position peaked at $14.2M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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