Ownership history in WT Wealth Management · 24 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management reported a position in SCHWAB STRATEGIC TR (SCHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,193,268 | -28,033 | -2.3% | 9.00% | $31.3M | $26.23 |
| 2025 Q3 | REDUCED | 1,221,301 | -62,768 | -4.9% | 9.04% | $31.4M | $25.63 |
| 2025 Q2 | ADDED | 1,284,069 | +3,857 | +0.3% | 9.06% | $30.6M | $23.69 |
| 2025 Q1 | ADDED | 1,280,212 | +11,531 | +0.9% | 8.95% | $27.6M | $21.34 |
| 2024 Q4 | ADDED | 1,268,681 | +844,293 | +198.9% | 9.04% | $28.8M | $22.43 |
| 2024 Q3 | ADDED | 424,388 | +6,495 | +1.6% | 9.25% | $25.9M | $21.83 |
| 2023 Q4 | ADDED | 417,893 | +380 | +0.1% | 9.19% | $23.3M | $18.10 |
| 2023 Q3 | ADDED | 417,513 | +74,361 | +21.7% | 8.92% | $20.8M | $16.14 |
| 2023 Q2 | ADDED | 343,152 | +89,555 | +35.3% | 7.36% | $17.7M | $16.68 |
| 2023 Q1 | REDUCED | 253,597 | -9,001 | -3.4% | 5.24% | $12.1M | $15.38 |
As of 2025 Q4 — sorted by position size