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Halpern Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Halpern Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$24.2K Hold
1,080
– – 0.01% 116
2024
Q2 		$23.1K Sell
1,080
-1,020
-49% -$21.1K 0.01% 119
2024
Q1 		$43.1K Sell
2,100
-240
-10% -$4.72K 0.01% 99
2023
Q4 		$43.3K Hold
2,340
– – 0.01% 96
2023
Q3 		$39.5K Hold
2,340
– – 0.01% 91
2023
Q2 		$40.8K Hold
2,340
– – 0.01% 84
2023
Q1 		$37.7K Sell
2,340
-360
-13% -$5.67K 0.01% 89
2022
Q4 		$40.6K Sell
2,700
-264
-9% -$4K 0.01% 87
2022
Q3 		$41.8K Hold
2,964
– – 0.02% 85
2022
Q2 		$44.1K Hold
2,964
– – 0.02% 87
2022
Q1 		$53.2K Hold
2,964
– – 0.02% 94
2021
Q4 		$56.2K Hold
2,964
– – 0.02% 79
2021
Q3 		$51.4K Buy
+2,964
New +$52.9K 0.02% 71

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Halpern Financial's SCHX Position: Q3 2024 in Review

Halpern Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2024 at 1,080 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #116.

Halpern Financial first reported a position in SCHX in Q3 2021 and has held it in 13 quarters since. The position peaked at $56.2K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Halpern Financial held 1,080 shares of Schwab US Large- Cap ETF worth $24.2K as of Q3 2024.
  • Halpern Financial left its Schwab US Large- Cap ETF share count unchanged in Q3 2024.
  • Schwab US Large- Cap ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #116 holding.
  • Halpern Financial first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 13 quarters since.
  • Halpern Financial's Schwab US Large- Cap ETF position peaked at $56.2K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.