GB
Goepper Burkhardt’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
464,973
+1,742
| +0.4% | +$48.2K | 4.74% | 4 |
|
|
2025
Q1 | $12.3M | Sell |
463,231
-18,802
| -4% | -$500K | 4.92% | 4 |
|
|
2024
Q4 | $12.6M | Buy |
482,033
+314,063
| +187% | +$8.19M | 5.1% | 4 |
|
|
2024
Q3 | $13.5M | Sell |
167,970
-4,650
| -3% | -$374K | 5.57% | 4 |
|
|
2024
Q2 | $12.8M | Sell |
172,620
-2,926
| -2% | -$217K | 5.79% | 4 |
|
|
2024
Q1 | $13.1M | Sell |
175,546
-5,874
| -3% | -$439K | 6.12% | 4 |
|
|
2023
Q4 | $12.9M | Sell |
181,420
-1,000
| -0.5% | -$71.2K | 6.42% | 4 |
|
|
2023
Q3 | $11.8M | Sell |
182,420
-851
| -0.5% | -$54.9K | 7.17% | 4 |
|
|
2023
Q2 | $12.3M | Buy |
183,271
+100
| +0.1% | +$6.71K | 7.42% | 4 |
|
|
2023
Q1 | $12M | Buy |
183,171
+5,471
| +3% | +$359K | 7.86% | 4 |
|
|
2022
Q4 | $11.7M | Sell |
177,700
-12,965
| -7% | -$856K | 8.21% | 4 |
|
|
2022
Q3 | $11.2M | Sell |
190,665
-3,135
| -2% | -$183K | 8.3% | 4 |
|
|
2022
Q2 | $12.1M | Sell |
193,800
-4,747
| -2% | -$296K | 8.52% | 4 |
|
|
2022
Q1 | $14.2M | Buy |
198,547
+7,435
| +4% | +$531K | 8.6% | 4 |
|
|
2021
Q4 | $14M | Buy |
191,112
+10,697
| +6% | +$783K | 8.31% | 4 |
|
|
2021
Q3 | $12.2M | Sell |
180,415
-465
| -0.3% | -$31.4K | 7.76% | 4 |
|
|
2021
Q2 | $12.4M | Buy |
180,880
+5,781
| +3% | +$395K | 7.81% | 4 |
|
|
2021
Q1 | $11.4M | Buy |
175,099
+9,616
| +6% | +$628K | 7.77% | 4 |
|
|
2020
Q4 | $9.85M | Buy |
+165,483
| New | +$9.85M | 7.15% | 4 |
|