Halpern Financial, Inc. Schwab Strategic Tr Us Large C Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Halpern Financial, Inc. holds 771 shares of SCHV stock, worth $20,223. This represents 0.02% of its overall portfolio holdings.

Number of Shares

771

Previous 871 11.48%

Holding current value

$20,223

Previous $64.5 Million 4.38%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$73.43 - $80.37 $7,343 - $8,037	-100 Reduced 11.48%	771 $61.7 Million
Q2 2024 Jul 08, 2024	SELL	$71.74 - $75.86 $4,304 - $4,551	-60 Reduced 6.44%	871 $64.5 Million
Q3 2023 Oct 10, 2023	BUY	$64.45 - $69.39 $42,408 - $45,658	658 Added 241.03%	931 $60 Million
Q2 2023 Sep 21, 2023	BUY	$63.33 - $67.21 $7,156 - $7,594	113 Added 70.63%	273 $18.3 Million
Q1 2023 Sep 21, 2023	SELL	$62.59 - $69.3 $2,503 - $2,772	-40 Reduced 20.0%	160 $10.5 Million
Q3 2022 Sep 21, 2023	SELL	$58.51 - $69.02 $14,861 - $17,531	-254 Reduced 55.95%	200 $11.7 Million
Q2 2022 Sep 21, 2023	BUY	$60.93 - $72.3 $27,662 - $32,824	454 New	454 $28.3 Million
Q1 2021 Sep 21, 2023	SELL	$58.71 - $65.66 $22,016 - $24,622	-375 Closed	0 $0
Q1 2020 Sep 21, 2023	SELL	$38.4 - $61.03 $103,449 - $164,414	-2,694 Reduced 87.78%	375 $16.6 Million
Q4 2019 Sep 21, 2023	BUY	$54.73 - $60.25 $167,966 - $184,907	3,069 New	3,069 $185 Million

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Halpern Financial, Inc. Schwab Strategic Tr Us Large C Transaction History