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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,600	Closed	-$260K	–	104
2025 Q4	$260K	Hold	2,600	–	–	0.08%	88
2025 Q3	$248K	Hold	2,600	–	–	0.08%	92
2025 Q2	$237K	Hold	2,600	–	–	0.09%	91
2025 Q1	$204K	Buy	+2,600	New	+$204K	0.08%	96

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goepper Burkhardt's SCHW Position: Q1 2026 in Review

Goepper Burkhardt sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,600 shares — an estimated $260K sold.

Goepper Burkhardt first reported a position in SCHW in Q1 2025 and held it in 4 quarters. The position peaked at $260K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Goepper Burkhardt reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
Goepper Burkhardt sold 2,600 Charles Schwab shares in Q1 2026, an estimated $260K.
Goepper Burkhardt first reported a position in Charles Schwab in Q1 2025 and held it in 4 quarters.
Goepper Burkhardt's Charles Schwab position peaked at $260K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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