Destiny Wealth Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Buy |
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|
2025
Q2 | $280K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $50.2K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $30K | Sell |
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|
2020
Q4 | $47K | Buy |
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