Ownership history in Goepper Burkhardt LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in SCHWAB STRATEGIC TR (SCHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Goepper Burkhardt LLC underperformed the S&P 500 by β5.2% annually on this SCHD position. Timing score: 47% (9/19 decisions correct). Average cost basis: $24.93. Maximum drawdown during holding period: β15.7%.
β Significantly underperformed the S&P 500 by 5.2% ann.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct
Best entry: $17.92 (2020 Q4) Β· Worst: $27.15 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 3 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size