ULWM
Upper Left Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
156,440
+4,843
| +3% | +$146K | 3.15% | 10 |
|
|
2025
Q1 | $4.18M | Sell |
151,597
-51,453
| -25% | -$1.42M | 3% | 12 |
|
|
2024
Q4 | $5.41M | Sell |
203,050
-1,310
| -0.6% | -$34.9K | 4.62% | 2 |
|
|
2024
Q3 | $5.56M | Sell |
204,360
-2,636
| -1% | -$71.7K | 4.86% | 2 |
|
|
2024
Q2 | $5.5M | Sell |
206,996
-5,993
| -3% | -$159K | 4.97% | 2 |
|
|
2024
Q1 | $5.38M | Buy |
212,989
+11,461
| +6% | +$289K | 4.98% | 2 |
|
|
2023
Q4 | $5M | Sell |
201,528
-8,585
| -4% | -$213K | 4.9% | 2 |
|
|
2023
Q3 | $5.03M | Buy |
210,113
+25,412
| +14% | +$608K | 5.23% | 3 |
|
|
2023
Q2 | $4.55M | Buy |
184,701
+7,557
| +4% | +$186K | 5.06% | 2 |
|
|
2023
Q1 | $4.34M | Buy |
177,144
+1,665
| +0.9% | +$40.8K | 4.93% | 3 |
|
|
2022
Q4 | $4.15M | Sell |
175,479
-6,504
| -4% | -$154K | 4.91% | 2 |
|
|
2022
Q3 | $4.13M | Buy |
181,983
+16,278
| +10% | +$369K | 5.36% | 3 |
|
|
2022
Q2 | $4.21M | Sell |
165,705
-4,899
| -3% | -$124K | 4.87% | 4 |
|
|
2022
Q1 | $4.83M | Buy |
170,604
+1,955
| +1% | +$55.4K | 5.01% | 3 |
|
|
2021
Q4 | $5.06M | Buy |
+168,649
| New | +$5.06M | 5.05% | 3 |
|