Skip to content
Disclosery

WT Wealth Management: SCHP position timeline

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

WT Wealth Management held 21,379 SCHP 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 21,379 shares
    Change vs previous 13F +348 shares

    0.16% of the 13F portfolio, value $566,544.

    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 21,031 shares
    Change vs previous 13F +1,417 shares

    0.17% of the 13F portfolio, value $559,635.

    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 19,614 shares
    Change vs previous 13F +820 shares

    0.15% of the 13F portfolio, value $519,575.

    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 18,794 shares
    Change vs previous 13F +988 shares

    0.15% of the 13F portfolio, value $506,498.

    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 17,806 shares
    Change vs previous 13F +737 shares

    0.14% of the 13F portfolio, value $475,064.

    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 17,069 shares
    Change vs previous 13F +1,695 shares

    0.15% of the 13F portfolio, value $458,985.

    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 15,374 shares
    Change vs previous 13F +365 shares

    0.12% of the 13F portfolio, value $397,110.

    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 15,009 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $398,489.

    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).