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 US DIVIDEND EQUITY ETF (SCHD). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,262,314 | +3,327 | +0.3% | 9.95% | $34.6M | $27.43 |
| 2025 Q3 | ADDED | 1,258,987 | +53,471 | +4.4% | 9.99% | $34.4M | $27.02 |
| 2025 Q2 | ADDED | 1,205,516 | +146,036 | +13.8% | 9.96% | $31.9M | $25.98 |
| 2025 Q1 | ADDED | 1,059,480 | +28,356 | +2.8% | 9.91% | $29.6M | $27.15 |
| 2024 Q4 | ADDED | 1,031,124 | +695,920 | +207.6% | 9.39% | $28.2M | $26.29 |
| 2024 Q3 | ADDED | 335,204 | +28,356 | +9.2% | 9.43% | $28.3M | $26.86 |
| 2024 Q2 | ADDED | 306,848 | +23,188 | +8.2% | 8.58% | $23.9M | $24.49 |
| 2024 Q1 | ADDED | 283,660 | +11,478 | +4.2% | 8.21% | $22.9M | $25.13 |
| 2023 Q4 | ADDED | 272,182 | +7,701 | +2.9% | 8.03% | $20.7M | $23.54 |
| 2023 Q3 | ADDED | 264,481 | +5,083 | +2.0% | 8.06% | $18.7M | $21.66 |
As of 2025 Q4 — sorted by position size