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Disclosery

WT Wealth Management: SCHO position timeline

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

WT Wealth Management held 124,501 SCHO 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 124,501 shares
    Change vs previous 13F +9,882 shares

    0.83% of the 13F portfolio, value $3,005,461.

    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 114,619 shares
    Change vs previous 13F -6,169 shares

    0.83% of the 13F portfolio, value $2,781,793.

    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 120,788 shares
    Change vs previous 13F +6,094 shares

    0.85% of the 13F portfolio, value $2,943,615.

    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 114,694 shares
    Change vs previous 13F -313,271 shares

    0.81% of the 13F portfolio, value $2,798,527.

    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 427,965 shares
    Change vs previous 13F -29,337 shares

    3.09% of the 13F portfolio, value $10,433,790.

    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 457,302 shares
    Change vs previous 13F -42,099 shares

    3.62% of the 13F portfolio, value $11,130,735.

    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 499,401 shares
    Change vs previous 13F -7,321 shares

    3.77% of the 13F portfolio, value $12,015,584.

    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 506,722 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $12,323,469.

    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).