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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
Q3 		$5M Sell
182,091
-43,318
-19% -$1.21M 2.6% 11
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 19% in Q3 2026, selling an estimated $1.21M and leaving 182,091 shares worth $5M. The position accounts for 2.6% of the portfolio, ranked #11.

Upper Left Wealth Management first reported a position in SCHF in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.24M in Q2 2026. 390 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Upper Left Wealth Management held 182,091 shares of Schwab International Equity ETF worth $5M as of Q3 2026.
  • Upper Left Wealth Management sold 43,318 Schwab International Equity ETF shares in Q3 2026, an estimated $1.21M.
  • Schwab International Equity ETF made up 2.6% of Upper Left Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Upper Left Wealth Management first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Schwab International Equity ETF position peaked at $6.24M in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

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