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Disclosery

Destination Wealth Management: SCHZ position timeline

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

Destination Wealth Management held 1,497,382 SCHZ 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 1,497,382 shares
    Change vs previous 13F -58,070 shares

    0.81% of the 13F portfolio, value $34,634,446.

    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 1,555,452 shares
    Change vs previous 13F -390,324 shares

    0.94% of the 13F portfolio, value $36,117,601.

    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 1,945,776 shares
    Change vs previous 13F +567,128 shares

    1.19% of the 13F portfolio, value $45,472,785.

    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 1,378,648 shares
    Change vs previous 13F -87,327 shares

    0.89% of the 13F portfolio, value $32,356,861.

    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 1,465,975 shares
    Change vs previous 13F -225,327 shares

    1% of the 13F portfolio, value $34,069,269.

    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 1,691,302 shares
    Change vs previous 13F -727,760 shares

    1.23% of the 13F portfolio, value $39,170,562.

    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 2,419,062 shares
    Change vs previous 13F +1,362,015 shares

    1.72% of the 13F portfolio, value $54,912,706.

    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 1,057,047 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $50,230,878.

    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).