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
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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 |
|---|---|---|---|
| 2024-09-30 | $5.2M | 50k | 104.18 |
| 2024-06-30 | $5.1M | 50k | 100.84 |
| 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 |
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