Halpern Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Halpern Financial, Inc. holds 253,173 shares of SCHD stock, worth $6.86 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares
253,173
Previous 244,370 3.6%
Holding current value
$6.86 Million
Previous $19 Billion 12.64%
% of portfolio
5.51%
Previous 5.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$77.02 - $85.06 $678,007 - $748,783
8,803 Added 3.6%
253,173 $21.4 Billion
Q2 2024

Jul 08, 2024
SELL
$75.81 - $80.15 $2.58 Million - $2.73 Million
-34,010 Reduced 12.22%
244,370 $19 Billion
Q1 2024

Apr 09, 2024
SELL
$75.25 - $80.63 $137,030 - $146,827
-1,821 Reduced 0.65%
278,380 $22.1 Billion
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $743,325 - $847,991
11,111 Added 4.13%
280,201 $21.4 Billion
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $1.4 Million - $1.5 Million
19,780 Added 7.93%
269,090 $19 Billion
Q2 2023

Sep 21, 2023
BUY
$69.18 - $73.94 $779,658 - $833,303
11,270 Added 4.73%
249,310 $18.1 Billion
Q1 2023

Sep 21, 2023
BUY
$70.28 - $78.03 $1.48 Million - $1.64 Million
21,050 Added 9.7%
238,040 $17.4 Billion
Q4 2022

Sep 21, 2023
BUY
$67.16 - $79.06 $6.63 Million - $7.8 Million
98,710 Added 83.45%
216,990 $16.4 Billion
Q3 2022

Sep 21, 2023
BUY
$66.43 - $77.87 $6.99 Million - $8.2 Million
105,290 Added 810.55%
118,280 $7.86 Billion
Q2 2022

Sep 21, 2023
BUY
$70.31 - $80.24 $892,233 - $1.02 Million
12,690 Added 4230.0%
12,990 $930 Million
Q1 2022

Sep 21, 2023
BUY
$75.14 - $81.94 $22,542 - $24,582
300 New
300 $23.7 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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