Halpern Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Halpern Financial, Inc.

$364 Billion
Q2 2024

A detailed history of Halpern Financial, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Halpern Financial, Inc. holds 52,265 shares of SCHM stock, worth $4.13 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

52,265

Previous 42,185 23.89%

Holding current value

$4.13 Million

Previous $3.39 Billion 20.01%

% of portfolio

1.12%

Previous 0.98%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$75.69 - $81.19 $762,955 - $818,395	10,080 Added 23.89%	52,265 $4.07 Billion
Q1 2024 Apr 09, 2024	BUY	$72.89 - $81.43 $565,990 - $632,303	7,765 Added 22.56%	42,185 $3.39 Billion
Q4 2023 Jan 19, 2024	BUY	$63.01 - $75.95 $1.36 Million - $1.64 Million	21,560 Added 167.65%	34,420 $2.52 Billion
Q3 2023 Oct 10, 2023	BUY	$66.75 - $73.98 $487,942 - $540,793	7,310 Added 131.71%	12,860 $870 Million
Q2 2023 Sep 21, 2023	BUY	$65.29 - $71.03 $362,359 - $394,216	5,550 New	5,550 $394 Million
Q1 2023 Sep 21, 2023	SELL	$64.24 - $73.9 $11,563 - $13,302	-180 Closed	0 $0
Q4 2022 Sep 21, 2023	SELL	$64.3 - $69.94 $1,286 - $1,398	-20 Reduced 10.0%	180 $11.8 Million
Q4 2021 Sep 21, 2023	SELL	N/A	-342 Reduced 63.1%	200 $16.1 Million
Q3 2021 Sep 21, 2023	BUY	N/A	542 New	542 $41.6 Million

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Halpern Financial, Inc. Schwab Strategic U.S. Mid Cap Transaction History