SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

ForthRight Wealth Management, LLC's Holding History (CIK: 0001841633)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 951,024 Value ($000) $27,085 Avg Close — Range —
Q3 2025
Shares 941,457 Value ($000) $26,267 Avg Close — Range —
Q2 2025
Shares 916,117 Value ($000) $23,178 Avg Close — Range —
Q1 2025
Shares 838,818 Value ($000) $19,654 Avg Close — Range —
Q4 2024
Shares 821,140 Value ($000) $21,235 Avg Close — Range —
Q3 2024
Shares 403,530 Value ($000) $20,782 Avg Close — Range —
Q2 2024
Shares 392,674 Value ($000) $18,632 Avg Close — Range —
Q1 2024
Shares 365,981 Value ($000) $18,021 Avg Close — Range —
Q4 2023
Shares 359,280 Value ($000) $16,972 Avg Close — Range —
Q3 2023
Shares 357,436 Value ($000) $14,805 Avg Close — Range —
Q2 2023
Shares 355,976 Value ($000) $15,592 Avg Close — Range —
Q1 2023
Shares 327,844 Value ($000) $13,746 Avg Close — Range —
Q4 2022
Shares 194,771 Value ($000) $7,890 Avg Close — Range —
Q3 2022
Shares 188,536 Value ($000) $7,127 Avg Close — Range —
Q2 2022
Shares 160,280 Value ($000) $6,249 Avg Close — Range —
Q1 2022
Shares 133,337 Value ($000) $6,315 Avg Close — Range —
Q4 2021
Shares 42,150 Value ($000) $4,316 Avg Close — Range —