Upper Left Wealth Management
SCHH icon

Upper Left Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Upper Left Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.77M Sell
171,016
-117,240
-41% -$2.78M 1.96% 18
2026
Q2 		$6.83M Buy
288,256
+9,676
+3% +$226K 3.78% 5
2026
Q1 		$5.99M Buy
278,580
+20,524
+8% +$450K 3.53% 7
2025
Q4 		$5.39M Buy
258,056
+33,999
+15% +$721K 3.29% 9
2025
Q3 		$4.83M Buy
224,057
+6,299
+3% +$134K 3.03% 13
2025
Q2 		$4.61M Sell
217,758
-7,327
-3% -$154K 3.07% 13
2025
Q1 		$4.84M Buy
225,085
+21,173
+10% +$453K 3.47% 8
2024
Q4 		$4.29M Buy
203,912
+1,261
+0.6% +$28.2K 3.67% 9
2024
Q3 		$4.58M Buy
202,651
+10,867
+6% +$238K 4% 7
2024
Q2 		$3.83M Buy
191,784
+10,927
+6% +$213K 3.46% 10
2024
Q1 		$3.67M Sell
180,857
-738
-0.4% -$14.8K 3.4% 13
2023
Q4 		$3.76M Sell
181,595
-9,453
-5% -$176K 3.69% 10
2023
Q3 		$3.39M Buy
191,048
+14,249
+8% +$274K 3.53% 14
2023
Q2 		$3.45M Buy
176,799
+13,269
+8% +$254K 3.84% 9
2023
Q1 		$3.19M Buy
163,530
+12,574
+8% +$252K 3.62% 10
2022
Q4 		$2.91M Sell
150,956
-566
-0.4% -$10.9K 3.44% 11
2022
Q3 		$2.89M Buy
151,522
+1,297
+0.9% +$28.1K 3.75% 8
2022
Q2 		$3.17M Sell
150,225
-3,815
-2% -$87.8K 3.67% 11
2022
Q1 		$3.91M Sell
154,040
-7,864
-5% -$190K 4.06% 10
2021
Q4 		$4.26M Buy
+161,904
New +$3.99M 4.26% 10

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 41% in Q3 2026, selling an estimated $2.78M and leaving 171,016 shares worth $3.77M. The position accounts for 1.96% of the portfolio, ranked #18.

Upper Left Wealth Management first reported a position in SCHH in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.83M in Q2 2026. 121 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Upper Left Wealth Management held 171,016 shares of Schwab US REIT ETF worth $3.77M as of Q3 2026.
  • Upper Left Wealth Management sold 117,240 Schwab US REIT ETF shares in Q3 2026, an estimated $2.78M.
  • Schwab US REIT ETF made up 1.96% of Upper Left Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Upper Left Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Schwab US REIT ETF position peaked at $6.83M in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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