Destiny Wealth Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
+3,068
| New | +$280K | 0.04% | 161 |
|
|
2023
Q1 | – | Sell |
-603
| Closed | -$50.2K | – | 553 |
|
|
2022
Q4 | $50.2K | Hold |
603
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $43K | Sell |
603
-108
| -15% | -$7.7K | 0.01% | 293 |
|
|
2022
Q2 | $45K | Buy |
711
+246
| +53% | +$15.6K | 0.01% | 288 |
|
|
2022
Q1 | $39K | Hold |
465
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $39K | Hold |
465
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $34K | Buy |
+465
| New | +$34K | 0.01% | 337 |
|
|
2021
Q2 | – | Sell |
-465
| Closed | -$30K | – | 444 |
|
|
2021
Q1 | $30K | Sell |
465
-417
| -47% | -$26.9K | 0.01% | 331 |
|
|
2020
Q4 | $47K | Buy |
+882
| New | +$47K | 0.01% | 292 |
|