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Disclosery

WT Wealth Management: SCHH position timeline

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

WT Wealth Management held 36,523 SCHH 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 36,523 shares
    Change vs previous 13F -158 shares

    0.24% of the 13F portfolio, value $864,865.

    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 36,681 shares
    Change vs previous 13F +1,585 shares

    0.23% of the 13F portfolio, value $788,275.

    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 35,096 shares
    Change vs previous 13F +721 shares

    0.21% of the 13F portfolio, value $733,155.

    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 34,375 shares
    Change vs previous 13F +12,414 shares

    0.21% of the 13F portfolio, value $741,469.

    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 21,961 shares
    Change vs previous 13F +1,327 shares

    0.14% of the 13F portfolio, value $464,695.

    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 20,634 shares
    Change vs previous 13F +1,951 shares

    0.14% of the 13F portfolio, value $443,840.

    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 18,683 shares
    Change vs previous 13F -145 shares

    0.12% of the 13F portfolio, value $393,466.

    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 18,828 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $436,436.

    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).