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 360 shares of SCHX stock, worth $8,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares

360

Previous 360 -0.0%

Holding current value

$8,424

Previous $23.1 Million 4.72%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.25 - $48.16 $3,718 - $4,238	-88 Reduced 8.91%	900 $40.6 Million
Q1 2022 Sep 21, 2023	BUY	$49.51 - $57.27 $24,457 - $28,291	494 Added 100.0%	988 $53.2 Million
Q3 2021 Sep 21, 2023	BUY	$51.52 - $54.94 $25,450 - $27,140	494 New	494 $51.4 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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