ULWM
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Upper Left Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Upper Left Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.24M Buy
225,409
+13,338
+6% +$360K 3.46% 8
2026
Q1 		$5.25M Sell
212,071
-2,900
-1% -$73.8K 3.1% 11
2025
Q4 		$5.17M Buy
214,971
+6,868
+3% +$163K 3.15% 11
2025
Q3 		$4.84M Sell
208,103
-1,194
-0.6% -$27K 3.04% 12
2025
Q2 		$4.63M Sell
209,297
-1,803
-0.9% -$37.5K 3.09% 12
2025
Q1 		$4.18M Sell
211,100
-2,494
-1% -$48.9K 2.99% 13
2024
Q4 		$3.95M Buy
213,594
+5,076
+2% +$99.1K 3.38% 11
2024
Q3 		$4.25M Sell
208,518
-6,334
-3% -$125K 3.72% 9
2024
Q2 		$4.13M Buy
214,852
+16,708
+8% +$323K 3.73% 8
2024
Q1 		$3.87M Sell
198,144
-4,556
-2% -$85.2K 3.58% 11
2023
Q4 		$3.75M Sell
202,700
-6,044
-3% -$105K 3.67% 11
2023
Q3 		$3.54M Sell
208,744
-12,948
-6% -$229K 3.69% 13
2023
Q2 		$3.95M Buy
221,692
+4,202
+2% +$74.6K 4.39% 4
2023
Q1 		$3.78M Sell
217,490
-11,976
-5% -$205K 4.3% 5
2022
Q4 		$3.7M Buy
229,466
+15,972
+7% +$249K 4.37% 5
2022
Q3 		$3.07M Sell
213,494
-39,232
-16% -$616K 3.99% 7
2022
Q2 		$3.97M Buy
252,726
+38,084
+18% +$649K 4.6% 6
2022
Q1 		$3.97M Sell
214,642
-25,958
-11% -$482K 4.12% 9
2021
Q4 		$4.72M Buy
+240,600
New +$4.72M 4.71% 5

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

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

Upper Left Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 6.3% in Q2 2026, buying an estimated $360K and bringing the position to 225,409 shares worth $6.24M. The position accounts for 3.46% of the portfolio, ranked #8.

Upper Left Wealth Management first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Upper Left Wealth Management held 225,409 shares of Schwab International Equity ETF worth $6.24M as of Q2 2026.
  • Upper Left Wealth Management bought 13,338 Schwab International Equity ETF shares in Q2 2026, an estimated $360K.
  • Schwab International Equity ETF made up 3.46% of Upper Left Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Upper Left Wealth Management first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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