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Disclosery

WT Wealth Management: SCHR position timeline

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

WT Wealth Management held 208,643 SCHR 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 208,643 shares
    Change vs previous 13F +9,490 shares

    1.42% of the 13F portfolio, value $5,145,137.

    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 199,153 shares
    Change vs previous 13F -16,255 shares

    1.47% of the 13F portfolio, value $4,960,909.

    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 215,408 shares
    Change vs previous 13F +4,040 shares

    1.55% of the 13F portfolio, value $5,402,437.

    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 211,368 shares
    Change vs previous 13F -48,127 shares

    1.53% of the 13F portfolio, value $5,311,675.

    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 259,495 shares
    Change vs previous 13F -735 shares

    1.92% of the 13F portfolio, value $6,495,157.

    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 260,230 shares
    Change vs previous 13F -93,754 shares

    2.1% of the 13F portfolio, value $6,469,321.

    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 353,984 shares
    Change vs previous 13F -15,162 shares

    2.7% of the 13F portfolio, value $8,598,275.

    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 369,146 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $9,188,045.

    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).