ForthRight Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

ForthRight Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34M	Sell	942,364 -12,197	-1%	-$403K	8.71%	3
2026 Q1	$27.8M	Buy	954,561 +3,537	+0.4%	+$106K	7.87%	4
2025 Q4	$27.1M	Buy	951,024 +9,567	+1%	+$270K	7.79%	5
2025 Q3	$26.3M	Buy	941,457 +25,340	+3%	+$678K	7.63%	5
2025 Q2	$23.2M	Buy	916,117 +77,299	+9%	+$1.83M	7.23%	6
2025 Q1	$19.7M	Buy	838,818 +17,678	+2%	+$451K	6.58%	7
2024 Q4	$21.2M	Buy	821,140 +14,080	+2%	+$375K	7.08%	6
2024 Q3	$20.8M	Buy	807,060 +21,712	+3%	+$539K	6.92%	6
2024 Q2	$18.6M	Buy	785,348 +53,386	+7%	+$1.27M	6.7%	6
2024 Q1	$18M	Buy	731,962 +13,402	+2%	+$314K	6.47%	6
2023 Q4	$17M	Buy	718,560 +3,688	+0.5%	+$77.7K	6.57%	6
2023 Q3	$14.8M	Buy	714,872 +2,920	+0.4%	+$64.1K	6.38%	6
2023 Q2	$15.6M	Buy	711,952 +56,264	+9%	+$1.17M	6.52%	6
2023 Q1	$13.7M	Buy	655,688 +266,146	+68%	+$5.72M	6.29%	5
2022 Q4	$7.89M	Buy	389,542 +12,470	+3%	+$256K	4.04%	9
2022 Q3	$7.13M	Buy	377,072 +56,512	+18%	+$1.18M	4.18%	8
2022 Q2	$6.25M	Buy	320,560 +53,886	+20%	+$1.15M	3.47%	9
2022 Q1	$6.32M	Buy	266,674 +98,074	+58%	+$2.32M	3.26%	8
2021 Q4	$4.32M	Buy	+168,600	New	+$4.36M	2.36%	9

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

ForthRight Wealth Management's SCHA Position: Q2 2026 in Review

ForthRight Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q2 2026, selling an estimated $403K and leaving 942,364 shares worth $34M. The position accounts for 8.71% of the portfolio, ranked #3.

ForthRight Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

ForthRight Wealth Management held 942,364 shares of Schwab U.S Small- Cap ETF worth $34M as of Q2 2026.
ForthRight Wealth Management sold 12,197 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $403K.
Schwab U.S Small- Cap ETF made up 8.71% of ForthRight Wealth Management's portfolio in Q2 2026, its #3 holding.
ForthRight Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.