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Destiny Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Destiny Wealth Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,824
Closed -$46K – 443
2021
Q1 		$46K Hold
2,824
– – 0.01% 277
2020
Q4 		$45K Buy
+2,824
New +$42.8K 0.01% 297

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Destiny Wealth Partners's SCHG Position: Q2 2021 in Review

Destiny Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 2,824 shares — an estimated $46K sold.

Destiny Wealth Partners first reported a position in SCHG in Q4 2020 and held it in 2 quarters. The position peaked at $46K in Q1 2021. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Destiny Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,824 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $46K.
  • Destiny Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 2 quarters.
  • Destiny Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $46K in Q1 2021.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Destiny Wealth Partners's 13F filing for Q2 2021, filed 27 Jul 2021.