Destiny Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

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