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Disclosery

WT Wealth Management: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WT Wealth Management on SCHB, newest first. How the timeline and the estimate are built.

WT Wealth Management held 1,161,589 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,161,589 shares
    Change vs previous 13F -12,046 shares

    9.32% of the 13F portfolio, value $33,639,625.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,173,635 shares
    Change vs previous 13F -19,633 shares

    8.76% of the 13F portfolio, value $29,458,239.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,193,268 shares
    Change vs previous 13F -28,033 shares

    9% of the 13F portfolio, value $31,299,417.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,221,301 shares
    Change vs previous 13F -62,768 shares

    9.04% of the 13F portfolio, value $31,399,656.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,284,069 shares
    Change vs previous 13F +3,857 shares

    9.06% of the 13F portfolio, value $30,599,370.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,280,212 shares
    Change vs previous 13F +11,531 shares

    8.95% of the 13F portfolio, value $27,562,958.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,268,681 shares
    Change vs previous 13F +33,036 shares

    9.04% of the 13F portfolio, value $28,799,058.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,235,645 shares
    Change vs previous 13F not available

    8.93% of the 13F portfolio, value $27,950,294.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).