Halpern Financial’s Schwab International Equity ETF SCHF Stock Holding History

Halpern Financial’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$8.49K	–	267
2023 Q3	$8.49K	Hold	500	–	–	﹤0.01%	162
2023 Q2	$8.91K	Hold	500	–	–	﹤0.01%	164
2023 Q1	$8.7K	Hold	500	–	–	﹤0.01%	134
2022 Q4	$8.05K	Sell	500 -260	-34%	-$4.06K	﹤0.01%	142
2022 Q3	$10.7K	Hold	760	–	–	﹤0.01%	140
2022 Q2	$12K	Sell	760 -640	-46%	-$10.9K	﹤0.01%	153
2022 Q1	$25.7K	Sell	1,400 -600	-30%	-$11.2K	0.01%	124
2021 Q4	$38.9K	Sell	2,000 -1,028	-34%	-$20.2K	0.02%	96
2021 Q3	$58.6K	Buy	+3,028	New	+$60.2K	0.03%	68
2021 Q1	–	Sell	-560	Closed	-$10.1K	–	275
2020 Q4	$10.1K	Hold	560	–	–	0.01%	122
2020 Q3	$8.79K	Hold	560	–	–	0.01%	117
2020 Q2	$8.33K	Sell	560 -280	-33%	-$3.94K	0.01%	108
2020 Q1	$10.9K	Sell	840 -15,858	-95%	-$244K	0.01%	82
2019 Q4	$281K	Buy	+16,698	New	+$275K	0.22%	26

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's SCHF Position: Q4 2023 in Review

Halpern Financial sold out of Schwab International Equity ETF (SCHF) in Q4 2023, closing a stake of 500 shares — an estimated $8.49K sold.

Halpern Financial first reported a position in SCHF in Q4 2019 and held it in 14 quarters. The position peaked at $281K in Q4 2019. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Halpern Financial reported no remaining Schwab International Equity ETF position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 500 Schwab International Equity ETF shares in Q4 2023, an estimated $8.49K.
Halpern Financial first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 14 quarters.
Halpern Financial's Schwab International Equity ETF position peaked at $281K in Q4 2019.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.