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Destination Wealth Management: SCHX position timeline

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

Destination Wealth Management held 975,922 SCHX 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 975,922 shares
    Change vs previous 13F -67,996 shares

    0.67% of the 13F portfolio, value $28,721,382.

    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 1,043,918 shares
    Change vs previous 13F -372,712 shares

    0.7% of the 13F portfolio, value $26,766,055.

    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 1,416,630 shares
    Change vs previous 13F +462,254 shares

    1% of the 13F portfolio, value $38,121,511.

    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 954,376 shares
    Change vs previous 13F -27,652 shares

    0.69% of the 13F portfolio, value $25,138,273.

    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 982,028 shares
    Change vs previous 13F -152,387 shares

    0.7% of the 13F portfolio, value $24,000,763.

    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 1,134,415 shares
    Change vs previous 13F -363,428 shares

    0.79% of the 13F portfolio, value $25,047,882.

    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 1,497,843 shares
    Change vs previous 13F +1,031,543 shares

    1.09% of the 13F portfolio, value $34,719,994.

    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 466,300 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $31,638,468.

    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).