SCHR — SCHWAB STRATEGIC TR

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 (SCHR). 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.

Peak position
2.7% (2024 Q4)
Avg. % of fund
1.43%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 215,408 +4,040 +1.9% 1.55% $5.4M $24.92
2025 Q3 REDUCED 211,368 -48,127 -18.5% 1.53% $5.3M $24.66
2025 Q2 REDUCED 259,495 -735 -0.3% 1.92% $6.5M $24.32
2025 Q1 REDUCED 260,230 -93,754 -26.5% 2.10% $6.5M $23.92
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Blake Schutter Theil Wealth Advisors, LLC 7.28% FLC Capital Advisors 3Y 7Y 7.15%
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