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.
| 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 |
| 2024 Q4 | ADDED | 353,984 | +320,083 | +944.2% | 2.70% | $8.6M | $23.22 |
| 2024 Q3 | ADDED | 33,901 | +23,532 | +226.9% | 0.59% | $1.7M | $23.89 |
| 2023 Q4 | REDUCED | 10,369 | -1,197 | -10.3% | 0.20% | $516K | $22.89 |
| 2023 Q3 | REDUCED | 11,566 | -607 | -5.0% | 0.24% | $554K | $21.82 |
| 2023 Q2 | REDUCED | 12,173 | -891 | -6.8% | 0.25% | $600K | $22.25 |
| 2023 Q1 | REDUCED | 13,064 | -2,276 | -14.8% | 0.28% | $659K | $22.60 |
As of 2025 Q4 — sorted by position size