Halpern Financial, Inc. Schwab Strategic Tr Us Large C Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 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 871 shares of SCHV stock, worth $66,309. This represents 0.02% of its overall portfolio holdings.
Number of Shares
871
Previous 931
6.44%
Holding current value
$66,309
Previous $69.8 Million
7.62%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
786Shares Held
103MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.45 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$847 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$833 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$348 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$312 Million10.12% of portfolio