Destination Wealth Management's ownership history for SCHD

Destination Wealth Management currently holds 15.9K shares with a market value of $435.3K. It started holding SCHD on 2024-09-30. At its peak, it held 23.0K shares on 2025-03-31. Its highest holding value was $643.8K on 2025-03-31. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $410.0K on 2024-09-30. In the recent 180 days, Destination Wealth Management has decreased its shares by 7.1K. In the recent year, Destination Wealth Management has increased its shares by 11.1K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $2.1K on 2024-09-30. At its peak, it held 20 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $2.1K on 2025-09-30. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $449 on 2025-06-30. In the recent 180 days, Destination Wealth Management has increased its holdings by 17 contracts. In the recent year, Destination Wealth Management has increased its holdings by 19 contracts.