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Disclosery

Goepper Burkhardt LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goepper Burkhardt LLC on SCHD, newest first. How the timeline and the estimate are built.

Goepper Burkhardt LLC held 212,738 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,738 shares
    Change vs previous 13F -8,421 shares

    2.03% of the 13F portfolio, value $6,745,916.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 221,159 shares
    Change vs previous 13F -15,709 shares

    2.27% of the 13F portfolio, value $6,785,145.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 236,868 shares
    Change vs previous 13F -143,335 shares

    2.12% of the 13F portfolio, value $6,497,287.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 380,203 shares
    Change vs previous 13F -76,947 shares

    3.54% of the 13F portfolio, value $10,379,538.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 457,150 shares
    Change vs previous 13F +33,610 shares

    4.46% of the 13F portfolio, value $12,114,478.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 423,540 shares
    Change vs previous 13F +6,915 shares

    4.73% of the 13F portfolio, value $11,842,180.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 416,625 shares
    Change vs previous 13F +284,896 shares

    4.62% of the 13F portfolio, value $11,382,201.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,729 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $11,135,079.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).