Destiny Wealth Partners’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,115	Closed	-$293K	–	915
2026 Q1	$293K	Buy	3,115 +43	+1%	+$4.22K	0.03%	186
2025 Q4	$316K	Buy	3,072 +2	+0.1%	+$190	0.04%	168
2025 Q3	$293K	Buy	3,070 +2	+0.1%	+$190	0.04%	166
2025 Q2	$280K	Buy	+3,068	New	+$257K	0.04%	161
2023 Q1	–	Sell	-603	Closed	-$50.2K	–	553
2022 Q4	$50.2K	Hold	603	–	–	0.01%	295
2022 Q3	$43K	Sell	603 -108	-15%	-$7.5K	0.01%	293
2022 Q2	$45K	Buy	711 +246	+53%	+$17K	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	+$33.2K	0.01%	337
2021 Q2	–	Sell	-465	Closed	-$30K	–	444
2021 Q1	$30K	Sell	465 -417	-47%	-$25.3K	0.01%	331
2020 Q4	$47K	Buy	+882	New	+$39.9K	0.01%	292

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Destiny Wealth Partners sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 3,115 shares — an estimated $293K sold.

Destiny Wealth Partners first reported a position in SCHW in Q4 2020 and held it in 12 quarters. The position peaked at $316K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Destiny Wealth Partners reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,115 Charles Schwab shares in Q2 2026, an estimated $293K.
Destiny Wealth Partners first reported a position in Charles Schwab in Q4 2020 and held it in 12 quarters.
Destiny Wealth Partners's Charles Schwab position peaked at $316K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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