Topel & Distasi Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-57,223
| Closed | -$1.43M | – | 67 |
|
|
2025
Q1 | $1.43M | Sell |
57,223
-143,797
| -72% | -$3.6M | 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% | -$40.6K | 2.06% | 16 |
|
|
2023
Q4 | $4.21M | Buy |
202,772
+1,752
| +0.9% | +$36.3K | 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 | +$2.79M | 1.56% | 26 |
|