Upper Left Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 147,736 shares of SCHR stock, worth $3.71 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

147,736

Previous 147,344 0.27%

Holding current value

$3.71 Million

Previous $3.66 Million 1.15%

% of portfolio

2.6%

Previous 2.74%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$24.54 - $25.07 $9,619 - $9,827	392 Added 0.27%	147,736 $3.7 Million
Q1 2025 Apr 14, 2025	BUY	$24.05 - $24.86 $961,206 - $993,579	39,967 Added 37.22%	147,344 $3.66 Million
Q4 2024 Jan 23, 2025	BUY	$24.19 - $50.58 $1.34 Million - $2.8 Million	55,280 Added 106.11%	107,377 $2.61 Million
Q3 2024 Nov 13, 2024	SELL	$48.4 - $50.91 $794,921 - $836,145	-16,424 Reduced 23.97%	52,097 $2.64 Million
Q2 2024 Jul 25, 2024	SELL	$47.85 - $49.0 $45,026 - $46,109	-941 Reduced 1.35%	68,521 $3.34 Million
Q1 2024 Apr 23, 2024	SELL	$48.64 - $49.88 $963,169 - $987,723	-19,802 Reduced 22.18%	69,462 $3.41 Million
Q4 2023 Jan 23, 2024	SELL	$47.09 - $49.87 $1.99 Million - $2.11 Million	-42,230 Reduced 32.12%	89,264 $4.44 Million
Q3 2023 Oct 25, 2023	BUY	$47.78 - $49.59 $6.28 Million - $6.52 Million	131,494 New	131,494 $6.3 Million
Q4 2022 Jan 17, 2023	SELL	$48.12 - $50.24 $23,819 - $24,868	-495 Reduced 8.32%	5,455 $0
Q3 2022 Nov 01, 2022	BUY	$48.68 - $52.54 $44,055 - $47,548	905 Added 17.94%	5,950 $295,000
Q2 2022 Jul 08, 2022	SELL	$50.08 - $52.78 $138,671 - $146,147	-2,769 Reduced 35.44%	5,045 $260,000
Q1 2022 Apr 18, 2022	SELL	$52.72 - $55.84 $1,476 - $1,563	-28 Reduced 0.36%	7,814 $412,000
Q4 2021 Feb 15, 2022	BUY	$55.82 - $56.81 $437,740 - $445,504	7,842 New	7,842 $440,000

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

371M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History