ForthRight Wealth Management, LLC's ownership history for SCHD

ForthRight Wealth Management, LLC currently holds 1.3M shares with a market value of $34.6M. It started holding SCHD on 2024-09-30. At its peak, it held 1.3M shares on 2025-12-31. Its highest holding value was $34.6M on 2025-12-31. At its lowest, it held 335.2K shares on 2024-09-30, with a value of $28.2M on 2024-12-31. In the recent 180 days, ForthRight Wealth Management, LLC has increased its shares by 56.8K. In the recent year, ForthRight Wealth Management, LLC has increased its shares by 231.2K.