Ownership history in WT Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management reported a position in SCHWAB STRATEGIC TR (SCHI). 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 | ADDED | 360,021 | +7,731 | +2.2% | 2.38% | $8.3M | $22.78 |
| 2025 Q3 | ADDED | 352,290 | +14,205 | +4.2% | 2.34% | $8.1M | $22.52 |
| 2025 Q2 | REDUCED | 338,085 | -10,110 | -2.9% | 2.28% | $7.7M | $21.93 |
| 2025 Q1 | REDUCED | 348,195 | -99,818 | -22.3% | 2.54% | $7.8M | $21.37 |
As of 2025 Q4 — sorted by position size