SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

WT Wealth Management's Holding History (CIK: 0001780507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 120,788 Value ($000) $2,944 Avg Close — Range —
Q3 2025
Shares 114,694 Value ($000) $2,799 Avg Close — Range —
Q2 2025
Shares 427,965 Value ($000) $10,434 Avg Close — Range —
Q1 2025
Shares 457,302 Value ($000) $11,131 Avg Close — Range —
Q4 2024
Shares 499,401 Value ($000) $12,016 Avg Close — Range —
Q3 2024
Shares 506,722 Value ($000) $12,323 Avg Close — Range —
Q2 2024
Shares 121,737 Value ($000) $5,859 Avg Close — Range —
Q1 2024
Shares 70,868 Value ($000) $3,417 Avg Close — Range —
Q4 2023
Shares 22,181 Value ($000) $1,075 Avg Close — Range —
Q3 2023
Shares 23,360 Value ($000) $1,119 Avg Close — Range —
Q2 2023
Shares 23,900 Value ($000) $1,149 Avg Close — Range —
Q1 2023
Shares 73,976 Value ($000) $3,609 Avg Close — Range —
Q4 2022
Shares 64,852 Value ($000) $3,128 Avg Close — Range —
Q3 2022
Shares 47,946 Value ($000) $2,314 Avg Close — Range —
Q2 2022
Shares 15,314 Value ($000) $753 Avg Close — Range —
Q1 2022
Shares 15,006 Value ($000) $743 Avg Close — Range —
Q4 2021
Shares 14,565 Value ($000) $741 Avg Close — Range —
Q3 2021
Shares 21,050 Value ($000) $1,078 Avg Close — Range —
Q2 2021
Shares 23,246 Value ($000) $1,191 Avg Close — Range —
Q1 2021
Shares 22,917 Value ($000) $1,176 Avg Close — Range —
Q4 2020
Shares 22,873 Value ($000) $1,175 Avg Close — Range —
Q3 2020
Shares 31,898 Value ($000) $1,642 Avg Close — Range —
Q2 2020
Shares 148,165 Value ($000) $7,649 Avg Close — Range —
Q1 2020
Shares 136,597 Value ($000) $7,066 Avg Close — Range —
Q4 2019
Shares 145,677 Value ($000) $7,353 Avg Close — Range —
Q3 2019
Shares 131,860 Value ($000) $6,670 Avg Close — Range —