Halpern Financial, Inc. SCHD Holdings History
Halpern Financial, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 253,173.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $21.40 Mil. This investment constitutes 5.51% of their stock portfolio, and Halpern Financial, Inc. now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Halpern Financial, Inc. has made 5 purchases of SCHD, at an average price of $73.92, for a total of 289,004.00 shares. In addition, there have been 2 sales at an average price of $78.06 for 35,831.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Halpern Financial, Inc.'s estimated gain on his SCHD holdings is $-11.72 Mil, reflecting a -54.88% gain to date.
Halpern Financial, Inc. SCHD ($27.02) Holding Chart
Halpern Financial, Inc. SCHD ($27.02) 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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