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

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

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 52,097 shares of SCHR stock, worth $1.27 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

52,097

Previous 68,521 23.97%

Holding current value

$1.27 Million

Previous $3.34 Million 21.1%

% of portfolio

2.29%

Previous 3.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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