ULWM
Upper Left Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Sell |
217,758
-7,327
| -3% | -$155K | 3.07% | 13 |
|
|
2025
Q1 | $4.84M | Buy |
225,085
+21,173
| +10% | +$455K | 3.47% | 8 |
|
|
2024
Q4 | $4.29M | Buy |
203,912
+1,261
| +0.6% | +$26.6K | 3.67% | 9 |
|
|
2024
Q3 | $4.58M | Buy |
202,651
+10,867
| +6% | +$245K | 4% | 7 |
|
|
2024
Q2 | $3.83M | Buy |
191,784
+10,927
| +6% | +$218K | 3.46% | 10 |
|
|
2024
Q1 | $3.67M | Sell |
180,857
-738
| -0.4% | -$15K | 3.4% | 13 |
|
|
2023
Q4 | $3.76M | Sell |
181,595
-9,453
| -5% | -$196K | 3.69% | 10 |
|
|
2023
Q3 | $3.39M | Buy |
191,048
+14,249
| +8% | +$253K | 3.53% | 14 |
|
|
2023
Q2 | $3.45M | Buy |
176,799
+13,269
| +8% | +$259K | 3.84% | 9 |
|
|
2023
Q1 | $3.19M | Buy |
163,530
+12,574
| +8% | +$245K | 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% | +$24.7K | 3.75% | 8 |
|
|
2022
Q2 | $3.17M | Sell |
150,225
-3,815
| -2% | -$80.5K | 3.67% | 11 |
|
|
2022
Q1 | $3.91M | Buy |
154,040
+73,088
| +90% | +$1.86M | 4.06% | 10 |
|
|
2021
Q4 | $4.26M | Buy |
+80,952
| New | +$4.26M | 4.26% | 10 |
|