SCHA — SCHWAB U.S. SMALL-CAP ETF

Ownership history in ForthRight Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in SCHWAB U.S. SMALL-CAP ETF (SCHA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.79% (2025 Q4)
Avg. % of fund
5.85%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 951,024 +9,567 +1.0% 7.79% $27.1M $28.48
2025 Q3 ADDED 941,457 +25,340 +2.8% 7.63% $26.3M $27.77
2025 Q2 ADDED 916,117 +77,299 +9.2% 7.23% $23.2M $25.11
2025 Q1 ADDED 838,818 +17,678 +2.2% 6.58% $19.7M $23.17
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHA price (monthly, adj. close)

Other funds also holding SCHA

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 20.69% SIMS INVESTMENT MANAGEMENT, LLC 18.43% Strategic Financial Planning, Inc. 3Y 11.41% ZynergyRetirementPlanningLLC 10.2% FIDELIS iM, LLC 3Y 9.1% Mokosak Advisory Group, LLC 3Y 7Y 8.7% Waterford Advisors, LLC 3Y 7.51% Joule Financial, LLC 3Y 6.85% Ascension Capital Advisors, Inc. 3Y 6.84% Cannon Capital Management, Inc. 6.5%
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