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Disclosery

Destination Wealth Management: SCHB position timeline

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

Destination Wealth Management held 319,590 SCHB 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 319,590 shares
    Change vs previous 13F -7,374 shares

    0.22% of the 13F portfolio, value $9,255,334.

    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 326,964 shares
    Change vs previous 13F -75,288 shares

    0.21% of the 13F portfolio, value $8,206,808.

    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 402,252 shares
    Change vs previous 13F +151,217 shares

    0.28% of the 13F portfolio, value $10,551,066.

    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 251,035 shares
    Change vs previous 13F -17,492 shares

    0.18% of the 13F portfolio, value $6,454,098.

    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 268,527 shares
    Change vs previous 13F -4,468 shares

    0.19% of the 13F portfolio, value $6,399,002.

    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 272,995 shares
    Change vs previous 13F -54,099 shares

    0.19% of the 13F portfolio, value $5,877,591.

    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 327,094 shares
    Change vs previous 13F +228,681 shares

    0.23% of the 13F portfolio, value $7,425,030.

    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 98,413 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,546,423.

    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).