Halpern Financial, Inc. Schwab Strategic Tr Us Emergin Transaction History

Halpern Financial, Inc.

$364 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Sep 21, 2023	SELL	N/A	-206 Closed	0 $0
Q1 2020 Sep 21, 2023	SELL	N/A	-2,075 Reduced 90.97%	206 $4.26 Million
Q4 2019 Sep 21, 2023	BUY	N/A	2,281 New	2,281 $62.4 Million

Others Institutions Holding SCHE

# of Institutions

765

Shares Held

236M

Call Options Held

26.1K

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

85.3M
Shares

$2.24 Billion
2.96% of portfolio
Creative Planning Overland Park, KS

23.3M
Shares

$614 Million
0.65% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.9M
Shares

$524 Million
1.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

12.2M
Shares

$320 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

5.83M
Shares

$153 Million
0.24% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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