Destination Wealth Management

Position in SCHW — Schwab Charles Corp

CIK 1278573 WALNUT CREEK, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,873,125

-$338,588 QoQ

Shares Held

41,976

-6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#719

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $7,719,928 across 5 Capital Markets names. SCHW ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	41,976	$3,873,125
2	GS	Goldman Sachs Group Inc	1,637	$1,655,612
3	MS	Morgan Stanley	7,291	$1,524,110
4	PIPR	Piper Sandler Companies	5,960	$431,146
5	EVR	Evercore Inc.	691	$235,935

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,873,125	41,976	-6.3%	Shares	Sole	2026-08-14
2026-03-31	$4,211,713	44,815	+230.7%	Shares	Sole	2026-05-15
2025-12-31	$1,353,980	13,552	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$1,294,573	13,560	+6.4%	Shares	Sole	2025-11-14
2025-06-30	$1,162,488	12,741	-7.1%	Shares	Sole	2025-08-14
2025-03-31	$1,073,375	13,712	-4.2%	Shares	Sole	2025-05-15
2024-12-31	$1,058,787	14,306	-15.0%	Shares	Sole	2025-02-07
2024-09-30	$1,090,752	16,830	-95.0%	Shares	Sole	2024-11-25
2024-06-30	$24,955,192	338,651	-3.6%	Shares	Sole	2024-07-25
2024-03-31	$25,416,441	351,347	+3.9%	Shares	Sole	2024-05-14
2023-12-31	$23,267,540	338,191	-7.7%	Shares	Sole	2024-02-14
2023-09-30	$20,111,297	366,326	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$20,666,321	364,614	+41.2%	Shares	Sole	2023-08-11
2023-03-31	$13,527,501	258,257	+1606.2%	Shares	Sole	2023-05-05
2022-12-31	$1,260,223	15,136	-2.8%	Shares	Sole	2023-02-13
2022-09-30	$1,118,944	15,569	-12.4%	Shares	Sole	2022-11-14
2022-06-30	$1,122,455	17,766	-46.6%	Shares	Sole	2022-07-29
2022-03-31	$2,802,380	33,239	+15.3%	Shares	Sole	2022-05-12
2021-12-31	$2,424,434	28,828	+81.6%	Shares	Sole	2022-02-04
2021-09-30	$1,156,116	15,872	-49.0%	Shares	Sole	2021-10-25
2021-06-30	$2,266,502	31,129	-10.0%	Shares	Sole	2021-08-13
2021-03-31	$2,255,228	34,600	+14.5%	Shares	Sole	2021-05-05
2020-12-31	$1,603,080	30,224	+4.8%	Shares	Sole	2021-02-11
2020-09-30	$1,044,836	28,839	-8.5%	Shares	Sole	2020-11-12
2020-06-30	$1,063,316	31,515	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$1,068,981	31,796	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.