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 $21.4 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
253,173
Previous 244,370
3.6%
Holding current value
$21.4 Million
Previous $19 Billion
12.64%
% of portfolio
5.51%
Previous 5.22%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio