Destiny Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$44.78 - $49.41 $415,647 - $458,623	-9,282 Reduced 50.48%	9,107 $440,000
Q4 2022 Jan 26, 2023	SELL	$42.25 - $48.16 $419,077 - $477,699	-9,919 Reduced 35.04%	18,389 $0
Q3 2022 Oct 25, 2022	SELL	$42.35 - $51.01 $4,319 - $5,203	-102 Reduced 0.36%	28,308 $1.2 Million
Q2 2022 Jul 15, 2022	SELL	$43.35 - $54.51 $103,996 - $130,769	-2,399 Reduced 7.79%	28,410 $1.27 Million
Q1 2022 Apr 21, 2022	BUY	$49.51 - $57.27 $862,860 - $998,101	17,428 Added 130.24%	30,809 $1.66 Million
Q4 2021 Jan 20, 2022	BUY	$51.9 - $57.29 $32,593 - $35,978	628 Added 4.92%	13,381 $1.52 Million
Q3 2021 Oct 28, 2021	SELL	$51.52 - $54.94 $204,792 - $218,386	-3,975 Reduced 23.76%	12,753 $1.33 Million
Q2 2021 Jul 27, 2021	BUY	$48.62 - $52.01 $100,351 - $107,348	2,064 Added 14.08%	16,728 $1.74 Million
Q1 2021 Apr 22, 2021	SELL	$44.9 - $48.34 $63,264 - $68,111	-1,409 Reduced 8.77%	14,664 $1.41 Million
Q4 2020 Feb 05, 2021	BUY	$39.35 - $45.48 $632,472 - $731,000	16,073 New	16,073 $1.46 Million

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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