DWP
SCHX icon

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

Destiny Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-617
Closed -$15.8K – 917
2026
Q1 		$15.8K Buy
+617
New +$16.6K ﹤0.01% 779
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% -$438K 0.09% 101
2022
Q4 		$830K Sell
55,167
-29,757
-35% -$450K 0.18% 78
2022
Q3 		$1.2M Sell
84,924
-306
-0.4% -$4.8K 0.27% 68
2022
Q2 		$1.27M Sell
85,230
-7,197
-8% -$117K 0.28% 64
2022
Q1 		$1.66M Buy
92,427
+12,141
+15% +$215K 0.32% 61
2021
Q4 		$1.52M Buy
80,286
+3,768
+5% +$69.6K 0.29% 66
2021
Q3 		$1.33M Sell
76,518
-23,850
-24% -$425K 0.27% 71
2021
Q2 		$1.74M Buy
100,368
+12,384
+14% +$209K 0.33% 67
2021
Q1 		$1.41M Sell
87,984
-8,454
-9% -$132K 0.29% 64
2020
Q4 		$1.46M Buy
+96,438
New +$1.38M 0.3% 60

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 617 shares — an estimated $15.8K sold.

Destiny Wealth Partners first reported a position in SCHX in Q4 2020 and held it in 14 quarters. The position peaked at $1.74M in Q2 2021. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 617 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $15.8K.
  • Destiny Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 14 quarters.
  • Destiny Wealth Partners's Schwab US Large- Cap ETF position peaked at $1.74M in Q2 2021.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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