ForthRight Wealth Management, LLC SCHD Holdings History
ForthRight Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 1.06 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $29.62 Mil. This investment constitutes 9.91% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then ForthRight Wealth Management, LLC has made 12 purchases of SCHD, at an average price of $40.99, for a total of 1.06 Mil shares. In addition, there have been 2 sales at an average price of $75.47 for 3,700.00 shares. Based on historical transaction data and SCHD's current price of $27.06, ForthRight Wealth Management, LLC's estimated gain on his SCHD holdings is $-14.63 Mil, reflecting a -33.57% gain to date.
ForthRight Wealth Management, LLC SCHD ($27.06) Holding Chart
ForthRight Wealth Management, LLC SCHD ($27.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
