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Disclosery

WT Wealth Management: SCHQ position timeline

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

WT Wealth Management held 103,757 SCHQ 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 103,757 shares
    Change vs previous 13F +12,705 shares

    0.9% of the 13F portfolio, value $3,247,586.

    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 91,052 shares
    Change vs previous 13F -4,145 shares

    0.85% of the 13F portfolio, value $2,861,776.

    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 95,197 shares
    Change vs previous 13F +1,706 shares

    0.87% of the 13F portfolio, value $3,017,803.

    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 93,491 shares
    Change vs previous 13F +2,203 shares

    0.87% of the 13F portfolio, value $3,020,680.

    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 91,288 shares
    Change vs previous 13F +3,900 shares

    0.86% of the 13F portfolio, value $2,911,182.

    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 87,388 shares
    Change vs previous 13F -15,808 shares

    0.93% of the 13F portfolio, value $2,862,836.

    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 103,196 shares
    Change vs previous 13F +593 shares

    1.02% of the 13F portfolio, value $3,243,449.

    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 102,603 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,448,497.

    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).