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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$2.65M	1.08%	35