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 (SCHG). 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 outperformed the S&P 500 by +6.8% annually on this SCHG position. Timing score: 74% (14/19 decisions correct). Average cost basis: $25.13. Maximum drawdown during holding period: β31.8%.
π₯ Exceptional β beat the S&P 500 by 6.8% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 19 add/trim decisions correct
Best entry: $13.70 (2022 Q4) Β· Worst: $32.62 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 2 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Goepper Burkhardt LLC has been actively increasing its SCHG allocation β a bullish signal from insiders.
Currently 14.61% 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