Upper Left Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Upper Left Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.85M	Sell	105,556 -27,152	-20%	-$992K	2%	15
2026 Q2	$4.81M	Sell	132,708 -2,388	-2%	-$85.3K	2.67%	13
2026 Q1	$4.45M	Sell	135,096 -12,650	-9%	-$432K	2.63%	16
2025 Q4	$4.84M	Sell	147,746 -762	-0.5%	-$25.4K	2.95%	13
2025 Q3	$4.96M	Sell	148,508 -7,932	-5%	-$250K	3.11%	11
2025 Q2	$4.72M	Buy	156,440 +4,843	+3%	+$137K	3.15%	10
2025 Q1	$4.18M	Sell	151,597 -51,453	-25%	-$1.41M	3%	12
2024 Q4	$5.41M	Sell	203,050 -1,310	-0.6%	-$37K	4.62%	2
2024 Q3	$5.56M	Sell	204,360 -2,636	-1%	-$71.3K	4.86%	2
2024 Q2	$5.5M	Sell	206,996 -5,993	-3%	-$156K	4.97%	2
2024 Q1	$5.38M	Buy	212,989 +11,461	+6%	+$282K	4.98%	2
2023 Q4	$5M	Sell	201,528 -8,585	-4%	-$206K	4.9%	2
2023 Q3	$5.03M	Buy	210,113 +25,412	+14%	+$629K	5.23%	3
2023 Q2	$4.55M	Buy	184,701 +7,557	+4%	+$185K	5.06%	2
2023 Q1	$4.34M	Buy	177,144 +1,665	+0.9%	+$41.3K	4.93%	3
2022 Q4	$4.15M	Sell	175,479 -6,504	-4%	-$151K	4.91%	2
2022 Q3	$4.13M	Buy	181,983 +16,278	+10%	+$402K	5.36%	3
2022 Q2	$4.21M	Sell	165,705 -4,899	-3%	-$128K	4.87%	4
2022 Q1	$4.83M	Buy	170,604 +1,955	+1%	+$56.6K	5.01%	3
2021 Q4	$5.06M	Buy	+168,649	New	+$5.15M	5.05%	3

Other funds holding SCHE

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q3 2026, selling an estimated $992K and leaving 105,556 shares worth $3.85M. The position accounts for 2% of the portfolio, ranked #15.

Upper Left Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.56M in Q3 2024. 201 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Upper Left Wealth Management held 105,556 shares of Schwab Emerging Markets Equity ETF worth $3.85M as of Q3 2026.
Upper Left Wealth Management sold 27,152 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $992K.
Schwab Emerging Markets Equity ETF made up 2% of Upper Left Wealth Management's portfolio in Q3 2026, its #15 holding.
Upper Left Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 20 quarters since.
Upper Left Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $5.56M in Q3 2024.
201 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

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