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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-139,500	Closed	-$2.1M	–	75
2022 Q4	$2.1M	Hold	139,500	–	–	1.18%	29
2022 Q3	$2.17M	Hold	139,500	–	–	1.2%	28
2022 Q2	$2.08M	Hold	139,500	–	–	1.2%	27
2022 Q1	$2.5M	Hold	139,500	–	–	1.05%	33
2021 Q4	$2.65M	Buy	+139,500	New	+$2.58M	1.08%	35

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Topel & Distasi Wealth Management's SCHX Position: Q1 2023 in Review

Topel & Distasi Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 139,500 shares — an estimated $2.1M sold.

Topel & Distasi Wealth Management first reported a position in SCHX in Q4 2021 and held it in 5 quarters. The position peaked at $2.65M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Topel & Distasi Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Topel & Distasi Wealth Management sold 139,500 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $2.1M.
Topel & Distasi Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 5 quarters.
Topel & Distasi Wealth Management's Schwab US Large- Cap ETF position peaked at $2.65M in Q4 2021.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.