Topel & Distasi Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $820,792 - $955,866
18,478 Added 89.74%
39,068 $1.85 Million
Q4 2021

Feb 23, 2022
BUY
$48.64 - $55.07 $1 Million - $1.13 Million
20,590 New
20,590 $2.11 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email