Ownership history in Upper Left Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in SCHWAB STRATEGIC TR (SCHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 214,971 | +6,868 | +3.3% | 3.15% | $5.2M | $24.04 |
| 2025 Q3 | REDUCED | 208,103 | -1,194 | -0.6% | 3.04% | $4.8M | $22.63 |
| 2025 Q2 | REDUCED | 209,297 | -1,803 | -0.9% | 3.09% | $4.6M | $21.49 |
| 2025 Q1 | REDUCED | 211,100 | -2,494 | -1.2% | 2.99% | $4.2M | $19.10 |
| 2024 Q4 | ADDED | 213,594 | +109,335 | +104.9% | 3.38% | $4.0M | $17.87 |
| 2024 Q3 | REDUCED | 104,259 | -3,167 | -2.9% | 3.72% | $4.3M | $19.43 |
| 2024 Q2 | ADDED | 107,426 | +8,354 | +8.4% | 3.73% | $4.1M | $18.15 |
| 2024 Q1 | REDUCED | 99,072 | -2,278 | -2.2% | 3.58% | $3.9M | $18.26 |
| 2023 Q4 | REDUCED | 101,350 | -3,022 | -2.9% | 3.67% | $3.7M | $17.30 |
| 2023 Q3 | REDUCED | 104,372 | -6,474 | -5.8% | 3.69% | $3.5M | $15.58 |
As of 2025 Q4 — sorted by position size