Schwab U S Small Cap ETF shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 942k | 27.90 |
| 2025-06-30 | $23M | 916k | 25.30 |
| 2025-03-31 | $20M | 839k | 23.43 |
| 2024-12-31 | $21M | 821k | 25.86 |
| 2024-09-30 | $21M | 404k | 51.50 |
| 2024-06-30 | $19M | 393k | 47.45 |
| 2024-03-31 | $18M | 366k | 49.24 |
| 2023-12-31 | $17M | 359k | 47.24 |
| 2023-09-30 | $15M | 357k | 41.42 |
| 2023-06-30 | $16M | 356k | 43.80 |
| 2023-03-31 | $14M | 328k | 41.93 |
| 2022-12-31 | $7.9M | 195k | 40.51 |
| 2022-09-30 | $7.1M | 189k | 37.80 |
| 2022-06-30 | $6.2M | 160k | 38.99 |
| 2022-03-31 | $6.3M | 6.3k | 1000.00 |
| 2021-12-31 | $4.3M | 42k | 102.40 |
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