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Goepper Burkhardt’s Charles Schwab SCHW Stock Holding History

Goepper Burkhardt’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Hold
2,600
– – 0.09% 91
2025
Q1 		$204K Buy
+2,600
New +$204K 0.08% 96