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Disclosery

Destination Wealth Management: SCHE position timeline

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

Destination Wealth Management held 104,050 SCHE 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 104,050 shares
    Change vs previous 13F +480 shares

    0.09% of the 13F portfolio, value $3,772,840.

    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 103,570 shares
    Change vs previous 13F -2,999 shares

    0.09% of the 13F portfolio, value $3,412,615.

    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 106,569 shares
    Change vs previous 13F +1,987 shares

    0.09% of the 13F portfolio, value $3,490,119.

    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 104,582 shares
    Change vs previous 13F +3,039 shares

    0.1% of the 13F portfolio, value $3,489,903.

    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 101,543 shares
    Change vs previous 13F -9,206 shares

    0.09% of the 13F portfolio, value $3,060,514.

    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 110,749 shares
    Change vs previous 13F -5,390 shares

    0.1% of the 13F portfolio, value $3,053,354.

    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 116,139 shares
    Change vs previous 13F -39 shares

    0.1% of the 13F portfolio, value $3,092,785.

    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 116,178 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,390,073.

    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).