SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Goepper Burkhardt LLC's Holding History (CIK: 0001844142)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 236,868 Value ($000) $6,497 Avg Close Range
Q3 2025
Shares 380,203 Value ($000) $10,380 Avg Close Range
Q2 2025
Shares 457,150 Value ($000) $12,114 Avg Close Range
Q1 2025
Shares 423,540 Value ($000) $11,842 Avg Close Range
Q4 2024
Shares 416,625 Value ($000) $11,382 Avg Close Range
Q3 2024
Shares 131,729 Value ($000) $11,135 Avg Close Range
Q2 2024
Shares 125,345 Value ($000) $9,747 Avg Close Range
Q1 2024
Shares 123,235 Value ($000) $9,773 Avg Close Range
Q4 2023
Shares 120,579 Value ($000) $9,259 Avg Close Range
Q3 2023
Shares 105,161 Value ($000) $7,441 Avg Close Range
Q2 2023
Shares 96,858 Value ($000) $7,034 Avg Close Range
Q1 2023
Shares 86,214 Value ($000) $6,307 Avg Close Range
Q4 2022
Shares 81,447 Value ($000) $6,152 Avg Close Range
Q3 2022
Shares 56,674 Value ($000) $3,765 Avg Close Range
Q2 2022
Shares 42,333 Value ($000) $3,032 Avg Close Range
Q1 2022
Shares 34,089 Value ($000) $2,689 Avg Close Range
Q4 2021
Shares 24,776 Value ($000) $2,003 Avg Close Range
Q3 2021
Shares 22,972 Value ($000) $1,705 Avg Close Range
Q2 2021
Shares 23,201 Value ($000) $1,754 Avg Close Range
Q1 2021
Shares 19,059 Value ($000) $1,390 Avg Close Range
Q4 2020
Shares 15,040 Value ($000) $965 Avg Close Range