Destiny Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$32.42 - $35.44 $321,282 - $351,210	-9,910 Reduced 53.96%	8,457 $294,000
Q4 2022 Jan 26, 2023	BUY	$28.0 - $33.87 $11,984 - $14,496	428 Added 2.39%	18,367 $0
Q3 2022 Oct 25, 2022	SELL	$28.01 - $33.61 $209,346 - $251,201	-7,474 Reduced 29.41%	17,939 $505,000
Q2 2022 Jul 15, 2022	BUY	$31.13 - $37.19 $167,479 - $200,082	5,380 Added 26.86%	25,413 $799,000
Q1 2022 Apr 21, 2022	BUY	$33.67 - $39.47 $39,427 - $46,219	1,171 Added 6.21%	20,033 $736,000
Q3 2021 Oct 28, 2021	SELL	$38.35 - $40.79 $128,319 - $136,483	-3,346 Reduced 15.07%	18,862 $730,000
Q2 2021 Jul 27, 2021	BUY	$38.15 - $40.84 $6,218 - $6,656	163 Added 0.74%	22,208 $876,000
Q1 2021 Apr 22, 2021	BUY	$35.74 - $38.15 $86,276 - $92,094	2,414 Added 12.3%	22,045 $829,000
Q4 2020 Feb 05, 2021	BUY	$30.32 - $36.26 $595,211 - $711,820	19,631 New	19,631 $707,000

Others Institutions Holding SCHF

# of Institutions

1,268

Shares Held

773M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.6 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.38 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$977 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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