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Upper Left Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Upper Left Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.35M Buy
164,047
+2,592
+2% +$88.7K 2.78% 9
2026
Q2 		$5.83M Sell
161,455
-1,158
-0.7% -$38.3K 3.23% 9
2026
Q1 		$4.73M Sell
162,613
-2,468
-1% -$74K 2.79% 13
2025
Q4 		$4.7M Buy
165,081
+2,264
+1% +$63.9K 2.87% 15
2025
Q3 		$4.54M Sell
162,817
-14,974
-8% -$400K 2.85% 15
2025
Q2 		$4.5M Sell
177,791
-6,878
-4% -$163K 3% 15
2025
Q1 		$4.33M Sell
184,669
-5,035
-3% -$128K 3.1% 11
2024
Q4 		$4.91M Buy
189,704
+1,682
+0.9% +$44.8K 4.2% 5
2024
Q3 		$4.81M Buy
188,022
+29,760
+19% +$739K 4.2% 5
2024
Q2 		$3.75M Sell
158,262
-5,524
-3% -$131K 3.39% 12
2024
Q1 		$4.03M Sell
163,786
-9,996
-6% -$234K 3.74% 9
2023
Q4 		$4.1M Sell
173,782
-36,076
-17% -$760K 4.02% 7
2023
Q3 		$4.35M Buy
209,858
+104,096
+98% +$2.28M 4.52% 5
2023
Q2 		$2.32M Buy
105,762
+1,322
+1% +$27.6K 2.57% 17
2023
Q1 		$2.19M Buy
104,440
+170
+0.2% +$3.65K 2.49% 18
2022
Q4 		$2.11M Sell
104,270
-6,584
-6% -$135K 2.5% 16
2022
Q3 		$2.15M Buy
110,854
+4,414
+4% +$92.3K 2.79% 15
2022
Q2 		$2.08M Sell
106,440
-3,676
-3% -$78.6K 2.4% 16
2022
Q1 		$2.64M Sell
110,116
-2,452
-2% -$57.9K 2.73% 18
2021
Q4 		$2.9M Buy
+112,568
New +$2.91M 2.89% 17

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Upper Left Wealth Management's SCHA Position: Q3 2026 in Review

Upper Left Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q3 2026, buying an estimated $88.7K and bringing the position to 164,047 shares worth $5.35M. The position accounts for 2.78% of the portfolio, ranked #9.

Upper Left Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.83M in Q2 2026. 304 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Upper Left Wealth Management held 164,047 shares of Schwab U.S Small- Cap ETF worth $5.35M as of Q3 2026.
  • Upper Left Wealth Management bought 2,592 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $88.7K.
  • Schwab U.S Small- Cap ETF made up 2.78% of Upper Left Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Upper Left Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.83M in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.