Schwab Strategic Tr cmn shares owned by Halpern Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $70k | 931 | 75.02 |
| 2023-12-31 | $65k | 931 | 69.70 |
| 2023-09-30 | $60k | 931 | 64.46 |
| 2023-06-30 | $18k | 273 | 67.09 |
| 2023-03-31 | $11k | 160 | 65.58 |
| 2022-12-31 | $13k | 200 | 66.02 |
| 2022-09-30 | $12k | 200 | 58.51 |
| 2022-06-30 | $28k | 454 | 62.42 |
| 2020-12-31 | $22k | 375 | 59.53 |
| 2020-09-30 | $20k | 375 | 52.19 |
| 2020-06-30 | $19k | 375 | 50.11 |
| 2020-03-31 | $17k | 375 | 44.27 |
| 2019-12-31 | $185k | 3.1k | 60.12 |