Destiny Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-293	Closed	-$9.07K	–	913
2026 Q1	$9.07K	Buy	+293	New	+$9.33K	﹤0.01%	938
2023 Q1	–	Sell	-1,767	Closed	-$38.6K	–	552
2022 Q4	$38.6K	Sell	1,767 -1,545	-47%	-$33.9K	0.01%	324
2022 Q3	$67K	Sell	3,312 -3,384	-51%	-$75.5K	0.02%	252
2022 Q2	$140K	Sell	6,696 -3,201	-32%	-$73.9K	0.03%	213
2022 Q1	$250K	Buy	9,897 +996	+11%	+$25K	0.05%	145
2021 Q4	$239K	Hold	8,901	–	–	0.05%	159
2021 Q3	$227K	Sell	8,901 -423	-5%	-$11.1K	0.05%	158
2021 Q2	$243K	Buy	9,324 +342	+4%	+$8.83K	0.05%	172
2021 Q1	$223K	Sell	8,982 -3,942	-31%	-$95.6K	0.05%	157
2020 Q4	$294K	Buy	+12,924	New	+$270K	0.06%	160

Other funds holding SCHM

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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 293 shares — an estimated $9.07K sold.

Destiny Wealth Partners first reported a position in SCHM in Q4 2020 and held it in 10 quarters. The position peaked at $294K in Q4 2020. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Destiny Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 293 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.07K.
Destiny Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Schwab US Mid-Cap ETF position peaked at $294K in Q4 2020.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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