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

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

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 224,057 shares of SCHH stock, worth $4.75 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
224,057
Previous 217,758 2.89%
Holding current value
$4.75 Million
Previous $4.61 Million 4.88%
% of portfolio
3.2%
Previous 3.24%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$20.76 - $21.78 $130,767 - $137,192
6,299 Added 2.89%
224,057 $4.83 Million
Q2 2025

Jul 07, 2025
SELL
$18.94 - $21.67 $138,773 - $158,776
-7,327 Reduced 3.26%
217,758 $4.61 Million
Q1 2025

Apr 14, 2025
BUY
$20.2 - $22.24 $427,694 - $470,887
21,173 Added 10.38%
225,085 $4.79 Million
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
603
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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