SCHF — SCHWAB STRATEGIC TR

Ownership history in WT Wealth Management  ·  23 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in SCHWAB STRATEGIC TR (SCHF). 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
6.93% (2020 Q1)
Avg. % of fund
2.98%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 218,410 +1,820 +0.8% 1.51% $5.3M $24.04
2025 Q3 ADDED 216,590 +206,900 +2135.2% 1.45% $5.0M $22.63
2025 Q2 REDUCED 9,690 -43,201 -81.7% 0.06% $214K $21.49
2024 Q4 ADDED 52,891 +13,441 +34.1% 0.31% $979K $17.87
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)

Other funds also holding SCHF

As of 2025 Q4 — sorted by position size

Blue Barn Wealth, LLC 3Y 19.85% Evergreen Advisors, LLC 3Y 7Y 14.37% BUSH INVESTMENT GROUP, LLC 13.93% ZynergyRetirementPlanningLLC 13.91% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.03% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 11.95% Empower Advisory Group, LLC 11.74% Red Tortoise LLC 3Y 11.64% Koesten, Hirschmann & Crabtree, INC. 3Y 11.42% Gemmer Asset Management LLC 3Y 7Y 11.01%
← Back to WT Wealth Management Holdings