ULWM
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Upper Left Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Upper Left Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.69M Buy
97,490
+2,039
+2% +$101K 2.6% 16
2026
Q1 		$4.46M Sell
95,451
-2,901
-3% -$140K 2.63% 15
2025
Q4 		$4.48M Sell
98,352
-1,859
-2% -$84.2K 2.73% 16
2025
Q3 		$4.56M Sell
100,211
-6,453
-6% -$283K 2.86% 14
2025
Q2 		$4.54M Buy
106,664
+8,802
+9% +$341K 3.03% 14
2025
Q1 		$3.51M Sell
97,862
-1,587
-2% -$56.7K 2.52% 21
2024
Q4 		$3.41M Sell
99,449
-7
-0% -$255 2.92% 13
2024
Q3 		$3.75M Buy
99,456
+18,309
+23% +$674K 3.28% 11
2024
Q2 		$2.89M Buy
81,147
+5,081
+7% +$181K 2.61% 19
2024
Q1 		$2.72M Sell
76,066
-638
-0.8% -$21.9K 2.52% 19
2023
Q4 		$2.68M Buy
76,704
+3,591
+5% +$117K 2.62% 16
2023
Q3 		$2.36M Sell
73,113
-1,289
-2% -$43.7K 2.45% 16
2023
Q2 		$2.51M Sell
74,402
-420
-0.6% -$14.2K 2.79% 16
2023
Q1 		$2.52M Sell
74,822
-800
-1% -$26.7K 2.86% 15
2022
Q4 		$2.38M Sell
75,622
-6,628
-8% -$202K 2.81% 14
2022
Q3 		$2.34M Sell
82,250
-23,116
-22% -$728K 3.04% 13
2022
Q2 		$3.29M Sell
105,366
-2,153
-2% -$74.6K 3.81% 10
2022
Q1 		$4.11M Sell
107,519
-4,214
-4% -$161K 4.26% 6
2021
Q4 		$4.61M Buy
+111,733
New +$4.66M 4.61% 6

Other funds holding SCHC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Upper Left Wealth Management's SCHC Position: Q2 2026 in Review

Upper Left Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.1% in Q2 2026, buying an estimated $101K and bringing the position to 97,490 shares worth $4.69M. The position accounts for 2.6% of the portfolio, ranked #16.

Upper Left Wealth Management first reported a position in SCHC in Q4 2021 and has held it in 19 quarters since. 88 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Upper Left Wealth Management held 97,490 shares of Schwab International Small-Cap Equity ETF worth $4.69M as of Q2 2026.
  • Upper Left Wealth Management bought 2,039 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $101K.
  • Schwab International Small-Cap Equity ETF made up 2.6% of Upper Left Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Upper Left Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 88 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.