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

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

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 211,100 shares of SCHF stock, worth $4.16 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
211,100
Previous 213,594 1.17%
Holding current value
$4.16 Million
Previous $3.95 Million 6.63%
% of portfolio
3.15%
Previous 3.54%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$18.36 - $20.51 $45,789 - $51,151
-2,494 Reduced 1.17%
211,100 $4.21 Million
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
1,381
Shares Held
1.51B
Call Options Held
38.7K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
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