Topel & Distasi Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Topel & Distasi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.91 - $29.02 $3.58 Million - $4.17 Million	-143,797 Reduced 71.53%	57,223 $1.43 Million
Q4 2024 Jan 30, 2025	BUY	$25.93 - $105.3 $3.91 Million - $15.9 Million	150,765 Added 300.0%	201,020 $5.6 Million
Q1 2024 May 06, 2024	SELL	$80.6 - $93.32 $35,302 - $40,874	-438 Reduced 0.86%	50,255 $4.66 Million
Q4 2023 Jan 12, 2024	BUY	$70.08 - $83.37 $30,695 - $36,516	438 Added 0.87%	50,693 $4.21 Million
Q4 2022 Jan 31, 2023	BUY	$54.31 - $60.76 $2.73 Million - $3.05 Million	50,255 New	50,255 $2.79 Million

1,702

861M

543K

113K

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