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

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Halpern Financial, Inc. holds 450 shares of SCHA stock, worth $12,370. This represents 0.01% of its overall portfolio holdings.

Number of Shares

450

Previous 450 -0.0%

Holding current value

$12,370

Previous $21.4 Million 7.04%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	SELL	$44.84 - $49.24 $448 - $492	-10 Reduced 2.17%	450 $21.7 Million
Q4 2023 Jan 19, 2024	SELL	$38.13 - $48.02 $5,719 - $7,203	-150 Reduced 24.59%	460 $21 Million
Q4 2022 Sep 21, 2023	SELL	$38.25 - $43.54 $1,912 - $2,177	-50 Reduced 7.58%	610 $24.7 Million
Q3 2022 Sep 21, 2023	SELL	$37.65 - $45.9 $1,355 - $1,652	-36 Reduced 5.17%	660 $24.9 Million
Q1 2022 Sep 21, 2023	BUY	$44.42 - $51.73 $15,458 - $18,002	348 Added 100.0%	696 $33 Million
Q4 2021 Sep 21, 2023	SELL	$48.64 - $55.07 $6,371 - $7,214	-131 Reduced 27.35%	348 $35.6 Million
Q3 2021 Sep 21, 2023	BUY	$48.3 - $52.49 $20,817 - $22,623	431 Added 897.92%	479 $47.9 Million
Q1 2021 Sep 21, 2023	BUY	$43.89 - $52.63 $2,106 - $2,526	48 New	48 $4.78 Million

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

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 Small C Transaction History