ForthRight Wealth Management, LLC SCHA Holdings History
ForthRight Wealth Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 838,818.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $19.65 Mil. This investment constitutes 6.58% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.12% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then ForthRight Wealth Management, LLC has made 14 purchases of SCHA, at an average price of $34.49, for a total of 838,818.00 shares. Based on historical transaction data and SCHA's current price of $25.73, ForthRight Wealth Management, LLC's estimated gain on his SCHA holdings is $-7.35 Mil, reflecting a -25.39% gain to date.
ForthRight Wealth Management, LLC SCHA ($25.73) Holding Chart
ForthRight Wealth Management, LLC SCHA ($25.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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