Topel & Distasi Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-57,223	Closed	-$1.43M	–	67
2025 Q1	$1.43M	Sell	57,223 -143,797	-72%	-$3.94M	0.67%	36
2024 Q4	$5.6M	Hold	201,020	–	–	2.4%	14
2024 Q3	$5.24M	Hold	201,020	–	–	2.17%	14
2024 Q2	$5.07M	Hold	201,020	–	–	2.23%	14
2024 Q1	$4.66M	Sell	201,020 -1,752	-0.9%	-$38.8K	2.06%	16
2023 Q4	$4.21M	Buy	202,772 +1,752	+0.9%	+$33.9K	2%	18
2023 Q3	$3.65M	Hold	201,020	–	–	1.92%	21
2023 Q2	$3.77M	Hold	201,020	–	–	1.89%	21
2023 Q1	$3.28M	Hold	201,020	–	–	1.71%	23
2022 Q4	$2.79M	Buy	+201,020	New	+$2.89M	1.56%	26

Other funds holding SCHG

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Topel & Distasi Wealth Management's SCHG Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 57,223 shares — an estimated $1.43M sold.

Topel & Distasi Wealth Management first reported a position in SCHG in Q4 2022 and held it in 10 quarters. The position peaked at $5.6M in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 57,223 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $1.43M.
Topel & Distasi Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 10 quarters.
Topel & Distasi Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $5.6M in Q4 2024.
1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.