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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25	Closed	-$727	–	909
2026 Q1	$727	Buy	+25	New	+$749	﹤0.01%	1098
2023 Q1	–	Sell	-7,780	Closed	-$158K	–	549
2022 Q4	$158K	Sell	7,780 -442	-5%	-$9.06K	0.03%	194
2022 Q3	$155K	Sell	8,222 -2,732	-25%	-$57.1K	0.03%	194
2022 Q2	$214K	Sell	10,954 -8,256	-43%	-$176K	0.05%	181
2022 Q1	$455K	Buy	19,210 +466	+2%	+$11K	0.09%	101
2021 Q4	$480K	Buy	18,744 +116	+0.6%	+$3K	0.09%	109
2021 Q3	$466K	Hold	18,628	–	–	0.09%	109
2021 Q2	$485K	Hold	18,628	–	–	0.09%	120
2021 Q1	$464K	Buy	18,628 +928	+5%	+$22.8K	0.1%	106
2020 Q4	$394K	Buy	+17,700	New	+$352K	0.08%	120

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Destiny Wealth Partners's SCHA Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 25 shares — an estimated $727 sold.

Destiny Wealth Partners first reported a position in SCHA in Q4 2020 and held it in 10 quarters. The position peaked at $485K in Q2 2021. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Destiny Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 25 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $727.
Destiny Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $485K in Q2 2021.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.