Ownership history in Upper Left Wealth Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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 | 166,767 | +14,867 | +9.8% | 2.55% | $4.2M | $24.92 |
| 2025 Q3 | ADDED | 151,900 | +4,164 | +2.8% | 2.40% | $3.8M | $24.66 |
| 2025 Q2 | ADDED | 147,736 | +392 | +0.3% | 2.47% | $3.7M | $24.32 |
| 2025 Q1 | ADDED | 147,344 | +39,967 | +37.2% | 2.63% | $3.7M | $23.92 |
| 2024 Q4 | ADDED | 107,377 | +55,280 | +106.1% | 2.23% | $2.6M | $23.22 |
| 2024 Q3 | REDUCED | 52,097 | -16,424 | -24.0% | 2.29% | $2.6M | $23.89 |
| 2024 Q2 | REDUCED | 68,521 | -941 | -1.4% | 3.02% | $3.3M | $22.81 |
| 2024 Q1 | REDUCED | 69,462 | -19,802 | -22.2% | 3.16% | $3.4M | $22.72 |
| 2023 Q4 | REDUCED | 89,264 | -42,230 | -32.1% | 4.35% | $4.4M | $22.89 |
| 2023 Q3 | ADDED | 131,494 | +126,039 | +2310.5% | 6.56% | $6.3M | $21.82 |
As of 2025 Q4 — sorted by position size