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Disclosery

Destination Wealth Management: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on SCHA, newest first. How the timeline and the estimate are built.

Destination Wealth Management held 140,723 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,723 shares
    Change vs previous 13F -3,289 shares

    0.12% of the 13F portfolio, value $5,084,305.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 144,012 shares
    Change vs previous 13F +20,412 shares

    0.11% of the 13F portfolio, value $4,187,871.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,600 shares
    Change vs previous 13F -2,109 shares

    0.09% of the 13F portfolio, value $3,520,125.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 125,709 shares
    Change vs previous 13F +4,135 shares

    0.1% of the 13F portfolio, value $3,507,283.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,574 shares
    Change vs previous 13F -4,420 shares

    0.09% of the 13F portfolio, value $3,075,831.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 125,994 shares
    Change vs previous 13F -2,511 shares

    0.09% of the 13F portfolio, value $2,952,029.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 128,505 shares
    Change vs previous 13F +61,451 shares

    0.1% of the 13F portfolio, value $3,323,127.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 67,054 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,453,299.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).