ULWM
Upper Left Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
106,664
+8,802
| +9% | +$375K | 3.03% | 14 |
|
|
2025
Q1 | $3.51M | Sell |
97,862
-1,587
| -2% | -$56.9K | 2.52% | 21 |
|
|
2024
Q4 | $3.41M | Sell |
99,449
-7
| -0% | -$240 | 2.92% | 13 |
|
|
2024
Q3 | $3.75M | Buy |
99,456
+18,309
| +23% | +$690K | 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% | -$22.8K | 2.52% | 19 |
|
|
2023
Q4 | $2.68M | Buy |
76,704
+3,591
| +5% | +$125K | 2.62% | 16 |
|
|
2023
Q3 | $2.36M | Sell |
73,113
-1,289
| -2% | -$41.6K | 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% | -$27K | 2.86% | 15 |
|
|
2022
Q4 | $2.38M | Sell |
75,622
-6,628
| -8% | -$209K | 2.81% | 14 |
|
|
2022
Q3 | $2.34M | Sell |
82,250
-23,116
| -22% | -$657K | 3.04% | 13 |
|
|
2022
Q2 | $3.29M | Sell |
105,366
-2,153
| -2% | -$67.2K | 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 | +$4.61M | 4.61% | 6 |
|