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 202,651 shares of SCHH stock, worth $4.23 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
202,651
Previous 191,784 5.67%
Holding current value
$4.23 Million
Previous $3.83 Million 22.62%
% of portfolio
4.08%
Previous 3.52%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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