Upper Left Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 203,912 shares of SCHH stock, worth $4.5 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

203,912

Previous 202,651 0.62%

Holding current value

$4.5 Million

Previous $4.7 Million 8.54%

% of portfolio

3.84%

Previous 4.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$20.55 - $23.26 $25,913 - $29,330	1,261 Added 0.62%	203,912 $4.29 Million
Q3 2024 Nov 13, 2024	BUY	$19.78 - $23.53 $214,949 - $255,700	10,867 Added 5.67%	202,651 $4.7 Million
Q2 2024 Jul 25, 2024	BUY	$18.53 - $20.2 $202,477 - $220,725	10,927 Added 6.04%	191,784 $3.83 Million
Q1 2024 Apr 23, 2024	SELL	$19.39 - $20.93 $14,309 - $15,446	-738 Reduced 0.41%	180,857 $3.67 Million
Q4 2023 Jan 23, 2024	SELL	$16.76 - $20.95 $158,432 - $198,040	-9,453 Reduced 4.95%	181,595 $3.76 Million
Q3 2023 Oct 25, 2023	BUY	$17.52 - $20.27 $249,642 - $288,827	14,249 Added 8.06%	191,048 $3.39 Million
Q2 2023 Jul 25, 2023	BUY	$18.34 - $19.64 $243,353 - $260,603	13,269 Added 8.11%	176,799 $3.45 Million
Q1 2023 Apr 25, 2023	BUY	$18.01 - $21.78 $226,457 - $273,861	12,574 Added 8.33%	163,530 $3.19 Million
Q4 2022 Jan 17, 2023	SELL	$17.68 - $20.46 $10,006 - $11,580	-566 Reduced 0.37%	150,956 $0
Q3 2022 Nov 01, 2022	BUY	$18.45 - $23.6 $23,929 - $30,609	1,297 Added 0.86%	151,522 $2.89 Million
Q2 2022 Jul 08, 2022	SELL	$20.18 - $25.97 $76,986 - $99,075	-3,815 Reduced 2.48%	150,225 $3.17 Million
Q1 2022 Apr 18, 2022	BUY	$22.75 - $26.16 $1.66 Million - $1.91 Million	73,088 Added 90.29%	154,040 $3.91 Million
Q4 2021 Feb 15, 2022	BUY	$22.99 - $26.35 $1.86 Million - $2.13 Million	80,952 New	80,952 $4.26 Million

Others Institutions Holding SCHH

# of Institutions

552

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Upper Left Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History