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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
41,976
Value
$3.87M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,976$3.87M0.1%−2,839−6.3%ReducedHolders
Q1 202644,815$4.21M0.1%+31,263+230.7%AddedHolders
Q4 202513,552$1.35M<0.1%−8−0.1%ReducedHolders
Q3 202513,560$1.29M<0.1%+819+6.4%AddedHolders
Q2 202512,741$1.16M<0.1%−971−7.1%ReducedHolders
Q1 202513,712$1.07M<0.1%−594−4.2%ReducedHolders
Q4 202414,306$1.06M<0.1%−2,524−15.0%ReducedHolders
Q3 202416,830$1.09M<0.1%−321,821−95.0%ReducedHolders
Q2 2024338,651$25.0M0.8%−12,696−3.6%ReducedHolders
Q1 2024351,347$25.4M0.8%+13,156+3.9%AddedHolders
Q4 2023338,191$23.3M0.8%−28,135−7.7%ReducedHolders
Q3 2023366,326$20.1M0.8%+1,712+0.5%AddedHolders
Q2 2023364,614$20.7M0.8%+106,357+41.2%AddedHolders
Q1 2023258,257$13.5M0.5%+243,121+1,606.2%AddedHolders
Q4 202215,136$1.26M0.1%−433−2.8%ReducedHolders
Q3 202215,569$1.12M<0.1%−2,197−12.4%ReducedHolders
Q2 202217,766$1.12M<0.1%−15,473−46.6%ReducedHolders
Q1 202233,239$2.80M0.1%+4,411+15.3%AddedHolders
Q4 202128,828$2.42M0.1%+12,956+81.6%AddedHolders
Q3 202115,872$1.16M<0.1%−15,257−49.0%ReducedHolders
Q2 202131,129$2.27M0.1%−3,471−10.0%ReducedHolders
Q1 202134,600$2.25M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.