Upper Left Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Us Emergin stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 151,597 shares of SCHE stock, worth $4.34 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

151,597

Previous 203,050 25.34%

Holding current value

$4.34 Million

Previous $5.41 Million 22.6%

% of portfolio

3.13%

Previous 4.84%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$25.81 - $28.52 $1.33 Million - $1.47 Million	-51,453 Reduced 25.34%	151,597 $4.19 Million
Q4 2024 Jan 23, 2025	SELL	$26.63 - $30.23 $34,885 - $39,601	-1,310 Reduced 0.64%	203,050 $5.41 Million
Q3 2024 Nov 13, 2024	SELL	$25.45 - $29.53 $67,086 - $77,841	-2,636 Reduced 1.27%	204,360 $5.96 Million
Q2 2024 Jul 25, 2024	SELL	$24.67 - $27.2 $147,847 - $163,009	-5,993 Reduced 2.81%	206,996 $5.5 Million
Q1 2024 Apr 23, 2024	BUY	$23.47 - $25.45 $268,989 - $291,682	11,461 Added 5.69%	212,989 $5.38 Million
Q4 2023 Jan 23, 2024	SELL	$23.04 - $24.89 $197,798 - $213,680	-8,585 Reduced 4.09%	201,528 $5 Million
Q3 2023 Oct 25, 2023	BUY	$23.83 - $26.11 $605,567 - $663,507	25,412 Added 13.76%	210,113 $5.03 Million
Q2 2023 Jul 25, 2023	BUY	$23.66 - $25.54 $178,798 - $193,005	7,557 Added 4.27%	184,701 $4.55 Million
Q1 2023 Apr 25, 2023	BUY	$23.32 - $26.39 $38,827 - $43,939	1,665 Added 0.95%	177,144 $4.34 Million
Q4 2022 Jan 17, 2023	SELL	$21.59 - $24.95 $140,421 - $162,274	-6,504 Reduced 3.57%	175,479 $0
Q3 2022 Nov 01, 2022	BUY	$22.4 - $25.83 $364,627 - $420,460	16,278 Added 9.82%	181,983 $4.13 Million
Q2 2022 Jul 08, 2022	SELL	$24.51 - $28.87 $120,074 - $141,434	-4,899 Reduced 2.87%	165,705 $4.21 Million
Q1 2022 Apr 18, 2022	BUY	$25.61 - $30.82 $50,067 - $60,253	1,955 Added 1.16%	170,604 $4.83 Million
Q4 2021 Feb 15, 2022	BUY	$28.68 - $31.96 $4.84 Million - $5.39 Million	168,649 New	168,649 $5.06 Million

Others Institutions Holding SCHE

# of Institutions

848

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Upper Left Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History