Charles Schwab Corporation shares owned by Halpern Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14k | 202 | 71.42 |
| 2023-12-31 | $14k | 202 | 67.05 |
| 2023-09-30 | $11k | 202 | 54.90 |
| 2023-06-30 | $11k | 202 | 56.68 |
| 2023-03-31 | $11k | 217 | 52.38 |
| 2022-12-31 | $18k | 217 | 83.26 |
| 2022-09-30 | $16k | 217 | 71.87 |
| 2022-06-30 | $14k | 217 | 63.18 |
| 2022-03-31 | $18k | 217 | 84.31 |
| 2021-12-31 | $18k | 217 | 84.10 |
| 2021-09-30 | $16k | 217 | 72.84 |