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

Topel & Distasi Wealth Management, LLC

  • $226 Million
  • Q1 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 $5.31 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
50,255
Previous 50,693 0.86%
Holding current value
$5.31 Million
Previous $4.21 Million 10.8%
% of portfolio
2.06%
Previous 2.0%

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
1,191
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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