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Destiny Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Destiny Wealth Partners’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-555,188
Closed -$12.3M – 173
2024
Q4 		$12.3M Buy
+555,188
New +$12.5M 2% 12

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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Destiny Wealth Partners's SCHI Position: Q1 2025 in Review

Destiny Wealth Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2025, closing a stake of 555,188 shares — an estimated $12.3M sold.

Destiny Wealth Partners first reported a position in SCHI in Q4 2024 and held it in 1 quarter. The position peaked at $12.3M in Q4 2024. 214 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

  • Destiny Wealth Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Destiny Wealth Partners sold 555,188 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $12.3M.
  • Destiny Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Destiny Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $12.3M in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Destiny Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.