ULWM
Upper Left Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
209,297
-1,803
| -0.9% | -$39.8K | 3.09% | 12 |
|
|
2025
Q1 | $4.18M | Sell |
211,100
-2,494
| -1% | -$49.3K | 2.99% | 13 |
|
|
2024
Q4 | $3.95M | Buy |
213,594
+109,335
| +105% | +$2.02M | 3.38% | 11 |
|
|
2024
Q3 | $4.25M | Sell |
104,259
-3,167
| -3% | -$129K | 3.72% | 9 |
|
|
2024
Q2 | $4.13M | Buy |
107,426
+8,354
| +8% | +$321K | 3.73% | 8 |
|
|
2024
Q1 | $3.87M | Sell |
99,072
-2,278
| -2% | -$88.9K | 3.58% | 11 |
|
|
2023
Q4 | $3.75M | Sell |
101,350
-3,022
| -3% | -$112K | 3.67% | 11 |
|
|
2023
Q3 | $3.54M | Sell |
104,372
-6,474
| -6% | -$220K | 3.69% | 13 |
|
|
2023
Q2 | $3.95M | Buy |
110,846
+2,101
| +2% | +$74.9K | 4.39% | 4 |
|
|
2023
Q1 | $3.78M | Sell |
108,745
-5,988
| -5% | -$208K | 4.3% | 5 |
|
|
2022
Q4 | $3.7M | Buy |
114,733
+7,986
| +7% | +$257K | 4.37% | 5 |
|
|
2022
Q3 | $3.07M | Sell |
106,747
-19,616
| -16% | -$564K | 3.99% | 7 |
|
|
2022
Q2 | $3.97M | Buy |
126,363
+19,042
| +18% | +$599K | 4.6% | 6 |
|
|
2022
Q1 | $3.97M | Sell |
107,321
-12,979
| -11% | -$480K | 4.12% | 9 |
|
|
2021
Q4 | $4.72M | Buy |
+120,300
| New | +$4.72M | 4.71% | 5 |
|