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Schwab U S Large Cap Growth ETF shares owned by Halpern Financial

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 11k 92.32
2023-12-31 $899k 11k 80.95
2023-09-30 $807k 11k 72.72
2023-06-30 $832k 11k 74.95
2023-03-31 $169k 2.6k 65.17
2022-12-31 $139k 2.5k 55.56
2020-12-31 $15k 113 128.41
2020-09-30 $13k 113 115.17
2020-06-30 $12k 113 101.54
2020-03-31 $61k 762 79.65
2019-12-31 $99k 1.1k 92.91

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Schwab U S Large Cap Growth ETF

Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network

View all funds holding Schwab U S Large Cap Growth ETF