Destiny Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Destiny Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,556	Closed	-$47.7K	–	910
2026 Q1	$47.7K	Buy	+1,556	New	+$47.2K	0.01%	443
2023 Q1	–	Sell	-2,751	Closed	-$69.3K	–	550
2022 Q4	$69.3K	Buy	2,751 +132	+5%	+$3.26K	0.02%	254
2022 Q3	$58K	Hold	2,619	–	–	0.01%	265
2022 Q2	$63K	Hold	2,619	–	–	0.01%	261
2022 Q1	$69K	Sell	2,619 -13,671	-84%	-$358K	0.01%	286
2021 Q4	$439K	Hold	16,290	–	–	0.08%	113
2021 Q3	$403K	Buy	16,290 +87	+0.5%	+$2.21K	0.08%	114
2021 Q2	$408K	Buy	16,203 +13,509	+501%	+$341K	0.08%	132
2021 Q1	$65K	Sell	2,694 -282	-9%	-$6.41K	0.01%	241
2020 Q4	$64K	Buy	+2,976	New	+$60.3K	0.01%	267

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 1,556 shares — an estimated $47.7K sold.

Destiny Wealth Partners first reported a position in SCHD in Q4 2020 and held it in 10 quarters. The position peaked at $439K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Destiny Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,556 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $47.7K.
Destiny Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Schwab US Dividend Equity ETF position peaked at $439K in Q4 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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