Destiny Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Destiny Wealth Partners, LLC

$521 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$61.05 - $69.94 $31,440 - $36,019	-515 Reduced 46.65%	589 $0
Q3 2022 Oct 25, 2022	SELL	$60.5 - $72.51 $68,244 - $81,791	-1,128 Reduced 50.54%	1,104 $67,000
Q2 2022 Jul 15, 2022	SELL	$60.91 - $76.4 $64,990 - $81,518	-1,067 Reduced 32.34%	2,232 $140,000
Q1 2022 Apr 21, 2022	BUY	$70.66 - $80.89 $23,459 - $26,855	332 Added 11.19%	3,299 $250,000
Q3 2021 Oct 28, 2021	SELL	$74.65 - $80.95 $10,525 - $11,413	-141 Reduced 4.54%	2,967 $227,000
Q2 2021 Jul 27, 2021	BUY	$74.64 - $79.12 $8,508 - $9,019	114 Added 3.81%	3,108 $243,000
Q1 2021 Apr 22, 2021	SELL	$67.07 - $76.85 $88,129 - $100,980	-1,314 Reduced 30.5%	2,994 $223,000
Q4 2020 Feb 05, 2021	BUY	$55.93 - $68.45 $240,946 - $294,882	4,308 New	4,308 $294,000

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$1.75 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$826 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$261 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$188 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$183 Million
2.77% of portfolio

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