Halpern Financial, Inc. Schwab Strategic Tr Us Large C Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Halpern Financial, Inc. holds 11,100 shares of SCHG stock, worth $334,554. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,100
Previous 11,100
-0.0%
Holding current value
$334,554
Previous $1.12 Billion
1.98%
% of portfolio
0.29%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,556Shares Held
759MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.45 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.27 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.24 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$742 Million0.25% of portfolio