Upper Left Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 81,893 shares of SCHA stock, worth $3.86 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
81,893
Previous 86,891
5.75%
Holding current value
$3.86 Million
Previous $4.1 Million
1.75%
% of portfolio
3.81%
Previous 4.02%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,103Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.6 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$556 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$496 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$406 Million0.1% of portfolio