Destiny Wealth Partners, LLC Schwab Charles Corp Transaction History

Destiny Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 25, 2022	SELL	$21.16 - $74.92 $2,285 - $8,091	-108 Reduced 15.19%	603 $43,000
Q2 2022 Jul 15, 2022	BUY	$59.99 - $83.83 $14,757 - $20,622	246 Added 52.9%	711 $45,000
Q3 2021 Oct 28, 2021	BUY	$66.68 - $77.38 $31,006 - $35,981	465 New	465 $34,000
Q2 2021 Jul 27, 2021	SELL	$63.69 - $76.01 $29,615 - $35,344	-465 Closed	0 $0
Q1 2021 Apr 22, 2021	SELL	$51.54 - $67.65 $21,492 - $28,210	-417 Reduced 47.28%	465 $30,000
Q4 2020 Feb 05, 2021	BUY	$36.75 - $53.04 $32,413 - $46,781	882 New	882 $47,000

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Destiny Wealth Partners, LLC with notifications on news.