Fund Insights
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Largest Fund Trades
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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DWP
Destiny Wealth Partners’s
Schwab U.S Small- Cap ETF
SCHA
Stock Holding History
Destiny Wealth Partners’s Portfolio
SCHA Stock Details
SCHA Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$727
Buy
2023
Q1
–
Sell
2022
Q4
$158K
Sell
2022
Q3
$155K
Sell
2022
Q2
$214K
Sell
2022
Q1
$455K
Buy
2021
Q4
$480K
Buy
2021
Q3
$466K
Hold
2021
Q2
$485K
Hold
2021
Q1
$464K
Buy
2020
Q4
$394K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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