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Disclosery

Destination Wealth Management: SCHW position timeline

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

Destination Wealth Management held 41,976 SCHW 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 41,976 shares
    Change vs previous 13F -2,839 shares

    0.09% of the 13F portfolio, value $3,873,117.

    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 44,815 shares
    Change vs previous 13F +31,263 shares

    0.11% of the 13F portfolio, value $4,211,733.

    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 13,552 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $1,353,959.

    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 13,560 shares
    Change vs previous 13F +819 shares

    0.04% of the 13F portfolio, value $1,294,614.

    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 12,741 shares
    Change vs previous 13F -971 shares

    0.03% of the 13F portfolio, value $1,162,499.

    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 13,712 shares
    Change vs previous 13F -594 shares

    0.03% of the 13F portfolio, value $1,073,381.

    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 14,306 shares
    Change vs previous 13F -2,524 shares

    0.03% of the 13F portfolio, value $1,058,788.

    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 16,830 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,090,771.

    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).