Destiny Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$21.59 - $24.95 $216,806 - $250,547	-10,042 Reduced 89.04%	1,236 $0
Q3 2022 Oct 25, 2022	SELL	$22.4 - $25.83 $21,123 - $24,357	-943 Reduced 7.72%	11,278 $253,000
Q2 2022 Jul 15, 2022	SELL	$24.51 - $28.87 $495,886 - $584,097	-20,232 Reduced 62.34%	12,221 $310,000
Q1 2022 Apr 21, 2022	SELL	$25.61 - $30.82 $111,582 - $134,282	-4,357 Reduced 11.84%	32,453 $901,000
Q3 2021 Oct 28, 2021	SELL	$29.81 - $32.7 $6,588 - $7,226	-221 Reduced 0.6%	36,810 $1.12 Million
Q2 2021 Jul 27, 2021	BUY	$31.06 - $33.61 $15,530 - $16,805	500 Added 1.37%	37,031 $1.22 Million
Q1 2021 Apr 22, 2021	SELL	$30.78 - $34.63 $64,207 - $72,238	-2,086 Reduced 5.4%	36,531 $1.16 Million
Q4 2020 Feb 05, 2021	BUY	$26.72 - $30.68 $1.03 Million - $1.18 Million	38,617 New	38,617 $1.18 Million

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$571 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$517 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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