Skip to content
Disclosery

Destination Wealth Management: SCHM position timeline

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

Destination Wealth Management held 176,884 SCHM 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 176,884 shares
    Change vs previous 13F -4,032 shares

    0.15% of the 13F portfolio, value $6,521,713.

    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 180,916 shares
    Change vs previous 13F -23,756 shares

    0.15% of the 13F portfolio, value $5,601,159.

    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 204,672 shares
    Change vs previous 13F +112,526 shares

    0.16% of the 13F portfolio, value $6,154,487.

    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 92,146 shares
    Change vs previous 13F +3,453 shares

    0.08% of the 13F portfolio, value $2,731,213.

    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 88,693 shares
    Change vs previous 13F +16,885 shares

    0.07% of the 13F portfolio, value $2,487,839.

    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 71,808 shares
    Change vs previous 13F -8,403 shares

    0.06% of the 13F portfolio, value $1,881,370.

    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 80,211 shares
    Change vs previous 13F +53,215 shares

    0.07% of the 13F portfolio, value $2,222,647.

    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 26,996 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,243,098.

    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).