Skip to content
Disclosery

Destination Wealth Management: SCHD position timeline

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

Destination Wealth Management held 11,511 SCHD 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 11,511 shares
    Change vs previous 13F +662 shares

    0.01% of the 13F portfolio, value $365,029.

    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 10,849 shares
    Change vs previous 13F -6,822 shares

    0.01% of the 13F portfolio, value $332,833.

    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 17,671 shares
    Change vs previous 13F +1,726 shares

    0.01% of the 13F portfolio, value $484,714.

    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 15,945 shares
    Change vs previous 13F -2,335 shares

    0.01% of the 13F portfolio, value $435,302.

    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 18,280 shares
    Change vs previous 13F -4,746 shares

    0.01% of the 13F portfolio, value $484,411.

    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 23,026 shares
    Change vs previous 13F +2,121 shares

    0.02% of the 13F portfolio, value $643,796.

    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 20,905 shares
    Change vs previous 13F +16,054 shares

    0.02% of the 13F portfolio, value $571,120.

    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 4,851 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $410,020.

    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).