SCHQ — SCHWAB STRATEGIC TR

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 (SCHQ). 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
1.02% (2024 Q4)
Avg. % of fund
0.91%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 95,197 +1,706 +1.8% 0.87% $3.0M $31.45
2025 Q3 ADDED 93,491 +2,203 +2.4% 0.87% $3.0M $31.59
2025 Q2 ADDED 91,288 +3,900 +4.5% 0.86% $2.9M $30.82
2025 Q1 REDUCED 87,388 -15,808 -15.3% 0.93% $2.9M $31.30
2024 Q4 INITIATED 103,196 — — 1.02% $3.2M $29.81
% of Fund (quarterly)    SCHQ price (monthly, adj. close)

Other funds also holding SCHQ

As of 2025 Q4 — sorted by position size

Carolina Wealth Advisors, LLC 3Y 8.19% Werba Rubin Papier Wealth Management 3Y 4.15% Beacon Bridge Wealth Partners, LLC 3Y 1.84% Northwest Capital Management Inc 3Y 7Y 1.82% Kaizen Financial Strategies 3Y 1.69% Barden Capital Management, Inc. 3Y 1.14% Centric Wealth Management 3Y 7Y 1.03% SFMG, LLC 3Y 7Y 1.01% L2 Asset Management, LLC 3Y 0.69% COLLECTIVE FAMILY OFFICE LLC 3Y 0.61%
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