Halpern Financial, Inc. SCHM Holdings History
Halpern Financial, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 67,075.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $5.53 Mil. This investment constitutes 1.42% of their stock portfolio, and Halpern Financial, Inc. now holds 0.05% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q3. And since then Halpern Financial, Inc. has made 6 purchases of SCHM, at an average price of $74.00, for a total of 67,617.00 shares. In addition, there have been 2 sales at an average price of $74.43 for 542.00 shares. Based on historical transaction data and SCHM's current price of $28.56, Halpern Financial, Inc.'s estimated gain on his SCHM holdings is $-3.05 Mil, reflecting a -60.91% gain to date.
Halpern Financial, Inc. SCHM ($28.56) Holding Chart
Halpern Financial, Inc. SCHM ($28.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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