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Schwab U S Large Cap Growth ETF shares owned by Topel & Distasi Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Topel & Distasi Wealth Management from 13F filings

Historical chart of Topel & Distasi Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Topel & Distasi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 50k 92.72
2023-12-31 $4.2M 51k 82.96
2023-09-30 $3.7M 50k 72.72
2023-06-30 $3.8M 50k 74.95
2023-03-31 $3.3M 50k 65.17
2022-12-31 $2.8M 50k 55.56

More positions owned by Topel & Distasi Wealth Management

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Topel & Distasi Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF