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Topel & Distasi Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Topel & Distasi Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-113,704
Closed -$2.65M – 77
2021
Q4 		$2.65M Buy
+113,704
New +$2.58M 1.08% 33

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Topel & Distasi Wealth Management's SCHK Position: Q1 2022 in Review

Topel & Distasi Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2022, closing a stake of 113,704 shares — an estimated $2.65M sold.

Topel & Distasi Wealth Management first reported a position in SCHK in Q4 2021 and held it in 1 quarter. The position peaked at $2.65M in Q4 2021. 131 funds tracked by Wall St. Rank hold SCHK as of Q1 2022.

  • Topel & Distasi Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q1 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 113,704 Schwab 1000 Index ETF shares in Q1 2022, an estimated $2.65M.
  • Topel & Distasi Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 1 quarter.
  • Topel & Distasi Wealth Management's Schwab 1000 Index ETF position peaked at $2.65M in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.