Schwab Strategic Tr 0 shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 17k | 26.95 |
| 2025-06-30 | $439k | 17k | 26.68 |
| 2025-03-31 | $443k | 17k | 26.89 |
| 2024-12-31 | $425k | 17k | 25.83 |
| 2024-09-30 | $442k | 8.2k | 53.63 |
| 2024-06-30 | $428k | 8.2k | 52.01 |
| 2024-03-31 | $429k | 8.2k | 52.16 |
| 2023-12-31 | $212k | 4.1k | 52.20 |
| 2022-12-31 | $1.1M | 21k | 51.79 |
| 2022-09-30 | $1.1M | 21k | 52.14 |
| 2022-06-30 | $1.2M | 21k | 55.78 |
| 2022-03-31 | $1.3M | 21k | 60.70 |
| 2021-12-31 | $1.3M | 21k | 62.88 |
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