Halpern Financial, Inc. Schwab Strategic Tr Us Large C Transaction History

Halpern Financial, Inc.

  • $364 Billion
  • Q2 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 360 shares of SCHX stock, worth $23,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares
360
Previous 700 48.57%
Holding current value
$23,378
Previous $43.1 Million 46.39%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
SELL
$58.7 - $64.78 $19,958 - $22,025
-340 Reduced 48.57%
360 $23.1 Million
Q1 2024

Apr 09, 2024
SELL
$55.41 - $62.08 $4,432 - $4,966
-80 Reduced 10.26%
700 $43.1 Million
Q1 2023

Sep 21, 2023
SELL
$44.78 - $49.41 $5,373 - $5,929
-120 Reduced 13.33%
780 $37.7 Million
Q4 2022

Sep 21, 2023
SELL
$44.01 - $48.16 $3,872 - $4,238
-88 Reduced 8.91%
900 $40.6 Million
Q1 2022

Sep 21, 2023
BUY
N/A
494 Added 100.0%
988 $53.2 Million
Q3 2021

Sep 21, 2023
BUY
N/A
494 New
494 $51.4 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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