ForthRight Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.1M	Buy	1,297,540 +7,397	+0.6%	+$235K	10.53%	2
2026 Q1	$39.6M	Buy	1,290,143 +27,829	+2%	+$844K	11.23%	2
2025 Q4	$34.6M	Buy	1,262,314 +3,327	+0.3%	+$90.5K	9.95%	2
2025 Q3	$34.4M	Buy	1,258,987 +53,471	+4%	+$1.46M	9.99%	2
2025 Q2	$31.9M	Buy	1,205,516 +146,036	+14%	+$3.81M	9.96%	2
2025 Q1	$29.6M	Buy	1,059,480 +28,356	+3%	+$790K	9.91%	3
2024 Q4	$28.2M	Buy	1,031,124 +25,512	+3%	+$725K	9.39%	3
2024 Q3	$28.3M	Buy	1,005,612 +85,068	+9%	+$2.32M	9.43%	3
2024 Q2	$23.9M	Buy	920,544 +69,564	+8%	+$1.81M	8.58%	5
2024 Q1	$22.9M	Buy	850,980 +34,434	+4%	+$890K	8.21%	5
2023 Q4	$20.7M	Buy	816,546 +23,103	+3%	+$551K	8.03%	5
2023 Q3	$18.7M	Buy	793,443 +15,249	+2%	+$374K	8.06%	5
2023 Q2	$18.8M	Buy	778,194 +338,193	+77%	+$8.08M	7.87%	5
2023 Q1	$10.7M	Buy	440,001 +269,901	+159%	+$6.75M	4.91%	7
2022 Q4	$4.28M	Sell	170,100 -1,161	-0.7%	-$28.7K	2.19%	11
2022 Q3	$3.79M	Buy	171,261 +5,775	+3%	+$140K	2.22%	11
2022 Q2	$3.95M	Sell	165,486 -9,939	-6%	-$253K	2.2%	13
2022 Q1	$4.61M	Buy	175,425 +50,844	+41%	+$1.33M	2.38%	11
2021 Q4	$3.36M	Buy	+124,581	New	+$3.24M	1.83%	10

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

ForthRight Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.57% in Q2 2026, buying an estimated $235K and bringing the position to 1,297,540 shares worth $41.1M. The position accounts for 10.53% of the portfolio, ranked #2.

ForthRight Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

ForthRight Wealth Management held 1,297,540 shares of Schwab US Dividend Equity ETF worth $41.1M as of Q2 2026.
ForthRight Wealth Management bought 7,397 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $235K.
Schwab US Dividend Equity ETF made up 10.53% of ForthRight Wealth Management's portfolio in Q2 2026, its #2 holding.
ForthRight Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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