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 $11,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares

450

Previous 450 -0.0%

Holding current value

$11,371

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

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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