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.
| 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 |
| 2024 Q4 | ADDED | 821,140 | +417,610 | +103.5% | 7.08% | $21.2M | $25.52 |
| 2024 Q3 | ADDED | 403,530 | +10,856 | +2.8% | 6.92% | $20.8M | $25.26 |
| 2024 Q2 | ADDED | 392,674 | +26,693 | +7.3% | 6.70% | $18.6M | $23.19 |
| 2024 Q1 | ADDED | 365,981 | +6,701 | +1.9% | 6.47% | $18.0M | $23.98 |
| 2023 Q4 | ADDED | 359,280 | +1,844 | +0.5% | 6.57% | $17.0M | $22.96 |
| 2023 Q3 | ADDED | 357,436 | +1,460 | +0.4% | 6.38% | $14.8M | $20.02 |
As of 2025 Q4 — sorted by position size