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 360 shares of SCHX stock, worth $8,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares

360

Previous 360 -0.0%

Holding current value

$8,550

Previous $23.1 Million 4.72%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$58.7 - $64.78 $19,958 - $22,025	-340 Reduced 48.57%	360 $23.1 Million
Q1 2024 Apr 09, 2024	SELL	$55.41 - $62.08 $4,432 - $4,966	-80 Reduced 10.26%	700 $43.1 Million
Q1 2023 Sep 21, 2023	SELL	$44.78 - $49.41 $5,373 - $5,929	-120 Reduced 13.33%	780 $37.7 Million
Q4 2022 Sep 21, 2023	SELL	$42.25 - $48.16 $3,718 - $4,238	-88 Reduced 8.91%	900 $40.6 Million
Q1 2022 Sep 21, 2023	BUY	$49.51 - $57.27 $24,457 - $28,291	494 Added 100.0%	988 $53.2 Million
Q3 2021 Sep 21, 2023	BUY	$51.52 - $54.94 $25,450 - $27,140	494 New	494 $51.4 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Account

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