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 $22,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares
771
Previous 871 11.48%
Holding current value
$22,351
Previous $64.5 Million 4.38%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
975
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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