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

Goepper Burkhardt’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$499K	Hold	19,447	–	–	0.17%	62
2025 Q4	$523K	Sell	19,447 -200	-1%	-$5.34K	0.17%	64
2025 Q3	$518K	Hold	19,647	–	–	0.18%	61
2025 Q2	$480K	Buy	19,647 +657	+3%	+$14.9K	0.18%	62
2025 Q1	$419K	Hold	18,990	–	–	0.17%	65
2024 Q4	$440K	Hold	18,990	–	–	0.18%	54
2024 Q3	$429K	Hold	18,990	–	–	0.18%	55
2024 Q2	$407K	Hold	18,990	–	–	0.18%	55
2024 Q1	$391K	Hold	18,990	–	–	0.18%	57
2023 Q4	$376K	Hold	18,990	–	–	0.19%	56
2023 Q3	$320K	Hold	18,990	–	–	0.2%	48
2023 Q2	$332K	Hold	18,990	–	–	0.2%	48
2023 Q1	$306K	Hold	18,990	–	–	0.2%	48
2022 Q4	$286K	Hold	18,990	–	–	0.2%	48
2022 Q3	$268K	Hold	18,990	–	–	0.2%	47
2022 Q2	$283K	Hold	18,990	–	–	0.2%	52
2022 Q1	$341K	Hold	18,990	–	–	0.21%	46
2021 Q4	$360K	Hold	18,990	–	–	0.21%	46
2021 Q3	$329K	Hold	18,990	–	–	0.21%	47
2021 Q2	$329K	Sell	18,990 -5,556	-23%	-$93.7K	0.21%	48
2021 Q1	$393K	Buy	24,546 +6	+0%	+$94	0.27%	39
2020 Q4	$372K	Buy	+24,540	New	+$351K	0.27%	40

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Goepper Burkhardt's SCHX Position: Q1 2026 in Review

Goepper Burkhardt held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 19,447 shares worth $499K. The position accounts for 0.17% of the portfolio, ranked #62.

Goepper Burkhardt first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $523K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Goepper Burkhardt held 19,447 shares of Schwab US Large- Cap ETF worth $499K as of Q1 2026.
Goepper Burkhardt left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.17% of Goepper Burkhardt's portfolio in Q1 2026, its #62 holding.
Goepper Burkhardt first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
Goepper Burkhardt's Schwab US Large- Cap ETF position peaked at $523K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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