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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 50,255 shares of SCHG stock, worth $1.38 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
50,255
Previous 50,255 -0.0%
Holding current value
$1.38 Million
Previous $5.07 Million 3.32%
% of portfolio
2.17%
Previous 2.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$80.6 - $93.32 $35,302 - $40,874
-438 Reduced 0.86%
50,255 $4.66 Million
Q4 2023

Jan 12, 2024
BUY
$70.08 - $83.37 $30,695 - $36,516
438 Added 0.87%
50,693 $4.21 Million
Q4 2022

Jan 31, 2023
BUY
$54.31 - $60.76 $2.73 Million - $3.05 Million
50,255 New
50,255 $2.79 Million

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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