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Disclosery

Destination Wealth Management: SCHF position timeline

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

Destination Wealth Management held 234,758 SCHF 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 234,758 shares
    Change vs previous 13F -4,627 shares

    0.15% of the 13F portfolio, value $6,502,783.

    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 239,385 shares
    Change vs previous 13F -9,380 shares

    0.15% of the 13F portfolio, value $5,924,788.

    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 248,765 shares
    Change vs previous 13F +15,593 shares

    0.16% of the 13F portfolio, value $5,980,302.

    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 233,172 shares
    Change vs previous 13F -3,758 shares

    0.15% of the 13F portfolio, value $5,428,253.

    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 236,930 shares
    Change vs previous 13F -13,881 shares

    0.15% of the 13F portfolio, value $5,236,162.

    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 250,811 shares
    Change vs previous 13F -40,099 shares

    0.16% of the 13F portfolio, value $4,961,037.

    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 290,910 shares
    Change vs previous 13F +151,596 shares

    0.17% of the 13F portfolio, value $5,381,830.

    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 139,314 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,728,594.

    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).