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 $10,233. This represents 0.01% of its overall portfolio holdings.
Number of Shares
450
Previous 450
-0.0%
Holding current value
$10,233
Previous $21.4 Million
7.04%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,260Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.05 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$576 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$313 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$239 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$143 Million0.05% of portfolio