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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$47.7K Buy
2023
Q1
Sell
2022
Q4
$69.3K Buy
2022
Q3
$58K Hold
2022
Q2
$63K Hold
2022
Q1
$69K Sell
2021
Q4
$439K Hold
2021
Q3
$403K Buy
2021
Q2
$408K Buy
2021
Q1
$65K Sell
2020
Q4
$64K Buy