ForthRight Wealth Management, LLC: SCHA position timeline

ForthRight Wealth Management, LLC held 942,364 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 942,364 shares

   Change vs previous 13F -12,197 shares

   8.71% of the 13F portfolio, value $34,047,593.

   13F-HR 0001951757-26-001151 filed by ForthRight Wealth Management, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 954,561 shares

   Change vs previous 13F +3,537 shares

   7.87% of the 13F portfolio, value $27,758,624.

   13F-HR 0001951757-26-000827 filed by ForthRight Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 951,024 shares

   Change vs previous 13F +9,567 shares

   7.79% of the 13F portfolio, value $27,085,170.

   13F-HR 0001951757-26-000057 filed by ForthRight Wealth Management, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 941,457 shares

   Change vs previous 13F +25,340 shares

   7.63% of the 13F portfolio, value $26,266,639.

   13F-HR 0001951757-25-001322 filed by ForthRight Wealth Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 916,117 shares

   Change vs previous 13F +77,299 shares

   7.23% of the 13F portfolio, value $23,177,761.

   13F-HR 0001951757-25-000975 filed by ForthRight Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 838,818 shares

   Change vs previous 13F +17,678 shares

   6.58% of the 13F portfolio, value $19,653,505.

   13F-HR 0001951757-25-000372 filed by ForthRight Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 821,140 shares

   Change vs previous 13F +417,610 shares

   7.08% of the 13F portfolio, value $21,234,689.

   13F-HR 0001951757-25-000065 filed by ForthRight Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 403,530 shares

   Change vs previous 13F not available

   6.92% of the 13F portfolio, value $20,781,774.

   13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).