Upper Left Wealth Management, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 99,072 shares of SCHF stock, worth $3.82 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

99,072

Previous 101,350 2.25%

Holding current value

$3.82 Million

Previous $3.75 Million 3.2%

% of portfolio

3.65%

Previous 3.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$29.98 - $33.87 $239,420 - $270,485	7,986 Added 7.48%	114,733 $0
Q3 2022 Nov 01, 2022	SELL	N/A	-19,616 Reduced 15.52%	106,747 $3.07 Million
Q2 2022 Jul 08, 2022	BUY	N/A	19,042 Added 17.74%	126,363 $3.97 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-12,979 Reduced 10.79%	107,321 $3.97 Million
Q4 2021 Feb 15, 2022	BUY	N/A	120,300 New	120,300 $4.72 Million

Others Institutions Holding SCHF

# of Institutions

1,164

Shares Held

821M

Call Options Held

55.1K

Put Options Held

13.3K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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