Topel & Distasi Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $5.6M | Hold |
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2024
Q3 | $5.24M | Hold |
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|
2024
Q2 | $5.07M | Hold |
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|
2024
Q1 | $4.66M | Sell |
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|
2023
Q4 | $4.21M | Buy |
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|
2023
Q3 | $3.65M | Hold |
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|
2023
Q2 | $3.77M | Hold |
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|
2023
Q1 | $3.28M | Hold |
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|
2022
Q4 | $2.79M | Buy |
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