Destiny Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-662	Closed	-$15.1K	–	554
2022 Q4	$15.1K	Sell	662 -870	-57%	-$19.8K	﹤0.01%	435
2022 Q3	$35K	Hold	1,532	–	–	0.01%	307
2022 Q2	$37K	Hold	1,532	–	–	0.01%	306
2022 Q1	$39K	Hold	1,532	–	–	0.01%	338
2021 Q4	$41K	Hold	1,532	–	–	0.01%	341
2021 Q3	$42K	Buy	+1,532	New	+$42K	0.01%	320
2021 Q2	–	Sell	-1,532	Closed	-$41K	–	445
2021 Q1	$41K	Sell	1,532 -1,376	-47%	-$37.8K	0.01%	297
2020 Q4	$81K	Buy	+2,908	New	+$81.3K	0.02%	246

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Destiny Wealth Partners's SCHZ Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 662 shares — an estimated $15.1K sold.

Destiny Wealth Partners first reported a position in SCHZ in Q4 2020 and held it in 8 quarters. The position peaked at $81K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

Destiny Wealth Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 662 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $15.1K.
Destiny Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $81K in Q4 2020.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.