ULWM
Upper Left Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
147,736
+392
| +0.3% | +$9.81K | 2.47% | 20 |
|
|
2025
Q1 | $3.66M | Buy |
147,344
+39,967
| +37% | +$994K | 2.63% | 19 |
|
|
2024
Q4 | $2.61M | Buy |
107,377
+55,280
| +106% | +$1.34M | 2.23% | 17 |
|
|
2024
Q3 | $2.62M | Sell |
52,097
-16,424
| -24% | -$824K | 2.29% | 16 |
|
|
2024
Q2 | $3.34M | Sell |
68,521
-941
| -1% | -$45.9K | 3.02% | 17 |
|
|
2024
Q1 | $3.41M | Sell |
69,462
-19,802
| -22% | -$971K | 3.16% | 16 |
|
|
2023
Q4 | $4.44M | Sell |
89,264
-42,230
| -32% | -$2.1M | 4.35% | 3 |
|
|
2023
Q3 | $6.3M | Buy |
+131,494
| New | +$6.3M | 6.56% | 2 |
|
|
2023
Q1 | – | Sell |
-5,455
| Closed | -$269K | – | 56 |
|
|
2022
Q4 | $269K | Sell |
5,455
-495
| -8% | -$24.4K | 0.32% | 49 |
|
|
2022
Q3 | $295K | Buy |
5,950
+905
| +18% | +$44.9K | 0.38% | 46 |
|
|
2022
Q2 | $260K | Sell |
5,045
-2,769
| -35% | -$143K | 0.3% | 48 |
|
|
2022
Q1 | $412K | Sell |
7,814
-28
| -0.4% | -$1.48K | 0.43% | 44 |
|
|
2021
Q4 | $440K | Buy |
+7,842
| New | +$440K | 0.44% | 38 |
|