Wt Wealth Management Schwab Strategic Tr Long Term Transaction History

Wt Wealth Management

$328 Million
Q2 2025

A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wt Wealth Management holds 91,288 shares of SCHQ stock, worth $2.94 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

91,288

Previous 87,388 4.46%

Holding current value

$2.94 Million

Previous $2.86 Million 1.71%

% of portfolio

0.89%

Previous 0.95%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 10, 2025	BUY	$30.46 - $33.4 $118,794 - $130,260	3,900 Added 4.46%	91,288 $2.91 Million
Q1 2025 May 05, 2025	SELL	$30.72 - $33.22 $485,621 - $525,141	-15,808 Reduced 15.32%	87,388 $2.86 Million
Q4 2024 Feb 04, 2025	BUY	$31.33 - $35.13 $18,578 - $20,832	593 Added 0.58%	103,196 $3.24 Million
Q3 2024 Oct 21, 2024	BUY	$32.17 - $35.98 $3.3 Million - $3.69 Million	102,603 New	102,603 $3.59 Million

Others Institutions Holding SCHQ

# of Institutions

111

Shares Held

13.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
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Wt Wealth Management Schwab Strategic Tr Long Term Transaction History