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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

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