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Disclosery

Destination Wealth Management: SCHG position timeline

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

Destination Wealth Management held 67,935 SCHG 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 67,935 shares
    Change vs previous 13F -635 shares

    0.05% of the 13F portfolio, value $2,298,913.

    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 68,570 shares
    Change vs previous 13F +7,087 shares

    0.05% of the 13F portfolio, value $1,997,438.

    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 61,483 shares
    Change vs previous 13F +14,383 shares

    0.05% of the 13F portfolio, value $2,005,568.

    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 47,100 shares
    Change vs previous 13F -352 shares

    0.04% of the 13F portfolio, value $1,502,972.

    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 47,452 shares
    Change vs previous 13F -1,835 shares

    0.04% of the 13F portfolio, value $1,386,067.

    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 49,287 shares
    Change vs previous 13F -1,659 shares

    0.04% of the 13F portfolio, value $1,234,141.

    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 50,946 shares
    Change vs previous 13F +37,712 shares

    0.04% of the 13F portfolio, value $1,419,856.

    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 13,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,378,752.

    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).