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Disclosery

WT Wealth Management: SCHI position timeline

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

WT Wealth Management held 385,866 SCHI 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 385,866 shares
    Change vs previous 13F +45,274 shares

    2.42% of the 13F portfolio, value $8,735,999.

    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 340,592 shares
    Change vs previous 13F -19,429 shares

    2.3% of the 13F portfolio, value $7,724,634.

    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 360,021 shares
    Change vs previous 13F +7,731 shares

    2.38% of the 13F portfolio, value $8,269,684.

    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 352,290 shares
    Change vs previous 13F +14,205 shares

    2.34% of the 13F portfolio, value $8,130,860.

    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 338,085 shares
    Change vs previous 13F -10,110 shares

    2.28% of the 13F portfolio, value $7,694,823.

    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 348,195 shares
    Change vs previous 13F -99,818 shares

    2.54% of the 13F portfolio, value $7,820,449.

    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 448,013 shares
    Change vs previous 13F +1,992 shares

    3.1% of the 13F portfolio, value $9,887,642.

    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 446,021 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $10,142,509.

    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).