WT Wealth Management

Position in SCHW — Schwab Charles Corp

CIK 1780507 SCOTTSDALE, AZ

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,061,404

+$348,149 QoQ

Shares Held

22,341

+22.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#924

of 2,304 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WT Wealth Management holds $8,174,185 across 5 Capital Markets names. SCHW ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,388	$3,426,521
2	HOOD	Robinhood Markets, Inc.	22,352	$2,241,458
3	SCHW	Schwab Charles Corp This page	22,341	$2,061,404
4	HUT	Hut 8 Corp.	2,014	$232,506
5	WULF	Terawulf Inc.	8,595	$212,296

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,061,404	22,341	+22.6%	Shares	Sole	2026-07-23
2026-03-31	$1,713,255	18,230	-25.7%	Shares	Sole	2026-04-21
2023-09-30	$1,347,410	24,543	-53.5%	Shares	Sole	2023-12-04
2023-06-30	$2,988,566	52,727	+194.0%	Shares	Sole	2023-07-25
2023-03-31	$939,278	17,932	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.