Topel & Distasi Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Topel & Distasi Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-78,136	Closed	-$1.58M	–	73
2022 Q4	$1.58M	Hold	78,136	–	–	0.89%	32
2022 Q3	$1.67M	Hold	78,136	–	–	0.92%	33
2022 Q2	$1.52M	Hold	78,136	–	–	0.88%	33
2022 Q1	$1.85M	Sell	78,136 -4,224	-5%	-$99.7K	0.77%	37
2021 Q4	$2.11M	Buy	+82,360	New	+$2.13M	0.86%	39

Other funds holding SCHA

CSIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Topel & Distasi Wealth Management's SCHA Position: Q1 2023 in Review

Topel & Distasi Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 78,136 shares — an estimated $1.58M sold.

Topel & Distasi Wealth Management first reported a position in SCHA in Q4 2021 and held it in 5 quarters. The position peaked at $2.11M in Q4 2021. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

Topel & Distasi Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
Topel & Distasi Wealth Management sold 78,136 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $1.58M.
Topel & Distasi Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 5 quarters.
Topel & Distasi Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.11M in Q4 2021.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.