DWP
SCHV

Destiny Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Destiny Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-120
Closed -$3.66K – 916
2026
Q1 		$3.66K Buy
+120
New +$3.74K ﹤0.01% 1013
2024
Q1 		– Sell
-19,089
Closed -$443K – 166
2023
Q4 		$443K Hold
19,089
– – 0.08% 102
2023
Q3 		$410K Hold
19,089
– – 0.08% 106
2023
Q2 		$438K Hold
19,089
– – 0.08% 104
2023
Q1 		$417K Sell
19,089
-4,965
-21% -$110K 0.09% 103
2022
Q4 		$529K Sell
24,054
-20,841
-46% -$451K 0.11% 94
2022
Q3 		$876K Sell
44,895
-11,778
-21% -$254K 0.2% 74
2022
Q2 		$1.18M Buy
56,673
+1,890
+3% +$42.4K 0.26% 65
2022
Q1 		$1.3M Buy
54,783
+31,803
+138% +$753K 0.25% 65
2021
Q4 		$561K Hold
22,980
– – 0.11% 105
2021
Q3 		$517K Buy
22,980
+3,564
+18% +$82.4K 0.1% 105
2021
Q2 		$442K Buy
+19,416
New +$440K 0.08% 126

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 120 shares — an estimated $3.66K sold.

Destiny Wealth Partners first reported a position in SCHV in Q2 2021 and held it in 12 quarters. The position peaked at $1.3M in Q1 2022. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 120 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.66K.
  • Destiny Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 12 quarters.
  • Destiny Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $1.3M in Q1 2022.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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