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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-113,704
Closed -$2.65M – 77
2021
Q4 		$2.65M Buy
+113,704
New +$2.65M 1.08% 33