Schwab U S Small Cap ETF shares owned by Halpern Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 450 | 48.19 |
| 2023-12-31 | $21k | 460 | 45.66 |
| 2023-09-30 | $25k | 610 | 41.42 |
| 2023-06-30 | $27k | 610 | 43.80 |
| 2023-03-31 | $26k | 610 | 41.93 |
| 2022-12-31 | $25k | 610 | 40.51 |
| 2022-09-30 | $25k | 660 | 37.80 |
| 2022-06-30 | $27k | 696 | 38.99 |
| 2022-03-31 | $33k | 696 | 47.36 |
| 2021-12-31 | $36k | 348 | 102.40 |
| 2021-09-30 | $48k | 479 | 100.10 |
| 2021-06-30 | $5.0k | 48 | 104.19 |
| 2021-03-31 | $4.8k | 48 | 99.67 |