Destiny Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,321
| Closed | -$505K | – | 167 |
|
|
2023
Q4 | $505K | Hold |
27,321
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $461K | Hold |
27,321
| – | – | 0.09% | 102 |
|
|
2023
Q2 | $488K | Hold |
27,321
| – | – | 0.09% | 101 |
|
|
2023
Q1 | $441K | Sell |
27,321
-27,846
| -50% | -$449K | 0.09% | 101 |
|
|
2022
Q4 | $830K | Sell |
55,167
-29,757
| -35% | -$448K | 0.18% | 78 |
|
|
2022
Q3 | $1.2M | Sell |
84,924
-306
| -0.4% | -$4.32K | 0.27% | 68 |
|
|
2022
Q2 | $1.27M | Sell |
85,230
-7,197
| -8% | -$107K | 0.28% | 64 |
|
|
2022
Q1 | $1.66M | Buy |
92,427
+12,141
| +15% | +$218K | 0.32% | 61 |
|
|
2021
Q4 | $1.52M | Buy |
80,286
+3,768
| +5% | +$71.5K | 0.29% | 66 |
|
|
2021
Q3 | $1.33M | Sell |
76,518
-23,850
| -24% | -$414K | 0.27% | 71 |
|
|
2021
Q2 | $1.74M | Buy |
100,368
+12,384
| +14% | +$215K | 0.33% | 67 |
|
|
2021
Q1 | $1.41M | Sell |
87,984
-8,454
| -9% | -$135K | 0.29% | 64 |
|
|
2020
Q4 | $1.46M | Buy |
+96,438
| New | +$1.46M | 0.3% | 60 |
|