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 11,100 shares of SCHG stock, worth $309,024. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,100
Previous 11,100 -0.0%
Holding current value
$309,024
Previous $1.12 Billion 1.98%
% of portfolio
0.29%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Sep 21, 2023
BUY
$63.6 - $74.95 $540,600 - $637,075
8,500 Added 326.92%
11,100 $832 Million
Q1 2023

Sep 21, 2023
BUY
$54.19 - $65.17 $5,419 - $6,517
100 Added 4.0%
2,600 $169 Million
Q4 2022

Sep 21, 2023
BUY
$54.31 - $60.76 $135,775 - $151,900
2,500 New
2,500 $139 Million
Q1 2021

Sep 21, 2023
SELL
$61.41 - $68.35 $6,939 - $7,723
-113 Closed
0 $0
Q2 2020

Sep 21, 2023
SELL
$37.99 - $51.32 $24,655 - $33,306
-649 Reduced 85.17%
113 $11.5 Million
Q1 2020

Sep 21, 2023
SELL
$34.6 - $51.17 $10,414 - $15,402
-301 Reduced 28.32%
762 $60.7 Million
Q4 2019

Sep 21, 2023
BUY
$40.97 - $46.72 $43,551 - $49,663
1,063 New
1,063 $98.8 Million

Others Institutions Holding SCHG

# of Institutions
1,315
Shares Held
182M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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