Upper Left Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 213,594 shares of SCHF stock, worth $4.21 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

213,594

Previous 104,259 104.87%

Holding current value

$4.21 Million

Previous $4.29 Million 7.84%

% of portfolio

3.54%

Previous 3.72%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$18.41 - $40.87 $2.01 Million - $4.47 Million	109,335 Added 104.87%	213,594 $3.95 Million
Q3 2024 Nov 13, 2024	SELL	$36.98 - $41.55 $117,115 - $131,588	-3,167 Reduced 2.95%	104,259 $4.29 Million
Q2 2024 Jul 25, 2024	BUY	$37.19 - $39.82 $310,685 - $332,656	8,354 Added 8.43%	107,426 $4.13 Million
Q1 2024 Apr 23, 2024	SELL	$35.71 - $39.11 $81,347 - $89,092	-2,278 Reduced 2.25%	99,072 $3.87 Million
Q4 2023 Jan 23, 2024	SELL	$32.37 - $37.01 $97,822 - $111,844	-3,022 Reduced 2.9%	101,350 $3.75 Million
Q3 2023 Oct 25, 2023	SELL	$33.82 - $36.71 $218,950 - $237,660	-6,474 Reduced 5.84%	104,372 $3.54 Million
Q2 2023 Jul 25, 2023	BUY	$34.48 - $36.54 $72,442 - $76,770	2,101 Added 1.93%	110,846 $3.95 Million
Q1 2023 Apr 25, 2023	SELL	$32.42 - $35.44 $194,130 - $212,214	-5,988 Reduced 5.22%	108,745 $3.78 Million
Q4 2022 Jan 17, 2023	BUY	$28.0 - $33.87 $223,608 - $270,485	7,986 Added 7.48%	114,733 $0
Q3 2022 Nov 01, 2022	SELL	$28.01 - $33.61 $549,444 - $659,293	-19,616 Reduced 15.52%	106,747 $3.07 Million
Q2 2022 Jul 08, 2022	BUY	$31.13 - $37.19 $592,777 - $708,171	19,042 Added 17.74%	126,363 $3.97 Million
Q1 2022 Apr 18, 2022	SELL	$33.67 - $39.47 $437,002 - $512,281	-12,979 Reduced 10.79%	107,321 $3.97 Million
Q4 2021 Feb 15, 2022	BUY	$37.77 - $40.6 $4.54 Million - $4.88 Million	120,300 New	120,300 $4.72 Million

Others Institutions Holding SCHF

# of Institutions

1,337

Shares Held

1.3B

Call Options Held

80.7K

Put Options Held

8.3K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History