Halpern Financial, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Sep 21, 2023	SELL	$28.0 - $33.87 $3,640 - $4,403	-130 Reduced 34.21%	250 $8.05 Million
Q2 2022 Sep 21, 2023	SELL	$31.13 - $37.19 $9,961 - $11,900	-320 Reduced 45.71%	380 $12 Million
Q1 2022 Sep 21, 2023	SELL	$33.67 - $39.47 $10,101 - $11,841	-300 Reduced 30.0%	700 $25.7 Million
Q4 2021 Sep 21, 2023	SELL	$37.77 - $40.6 $19,413 - $20,868	-514 Reduced 33.95%	1,000 $38.9 Million
Q3 2021 Sep 21, 2023	BUY	$38.35 - $40.79 $58,061 - $61,756	1,514 New	1,514 $58.6 Million
Q1 2021 Sep 21, 2023	SELL	$35.74 - $38.15 $10,007 - $10,682	-280 Closed	0 $0
Q2 2020 Sep 21, 2023	SELL	$24.62 - $31.42 $3,446 - $4,398	-140 Reduced 33.33%	280 $8.33 Million
Q1 2020 Sep 21, 2023	SELL	$22.3 - $34.12 $176,816 - $270,537	-7,929 Reduced 94.97%	420 $10.9 Million
Q4 2019 Sep 21, 2023	BUY	$30.95 - $33.72 $258,401 - $281,528	8,349 New	8,349 $281 Million

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.59 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.37 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$975 Million
6.47% of portfolio

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