SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 1,262,314 Value ($000) $34,625 Avg Close — Range —
Q3 2025
Shares 1,258,987 Value ($000) $34,370 Avg Close — Range —
Q2 2025
Shares 1,205,516 Value ($000) $31,946 Avg Close — Range —
Q1 2025
Shares 1,059,480 Value ($000) $29,623 Avg Close — Range —
Q4 2024
Shares 1,031,124 Value ($000) $28,170 Avg Close — Range —
Q3 2024
Shares 335,204 Value ($000) $28,335 Avg Close — Range —
Q2 2024
Shares 306,848 Value ($000) $23,861 Avg Close — Range —
Q1 2024
Shares 283,660 Value ($000) $22,871 Avg Close — Range —
Q4 2023
Shares 272,182 Value ($000) $20,721 Avg Close — Range —
Q3 2023
Shares 264,481 Value ($000) $18,715 Avg Close — Range —
Q2 2023
Shares 259,398 Value ($000) $18,837 Avg Close — Range —
Q1 2023
Shares 146,667 Value ($000) $10,730 Avg Close — Range —
Q4 2022
Shares 56,700 Value ($000) $4,283 Avg Close — Range —
Q3 2022
Shares 57,087 Value ($000) $3,792 Avg Close — Range —
Q2 2022
Shares 55,162 Value ($000) $3,951 Avg Close — Range —
Q1 2022
Shares 58,475 Value ($000) $4,613 Avg Close — Range —
Q4 2021
Shares 41,527 Value ($000) $3,357 Avg Close — Range —