Destiny Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $505K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $488K | Hold |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.46M | Buy |
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