ULWM
SCHR icon

Upper Left Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Upper Left Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.78M Sell
159,588
-31,219
-16% -$759K 1.96% 17
2026
Q2 		$4.71M Buy
190,807
+14,925
+8% +$369K 2.61% 14
2026
Q1 		$4.38M Buy
175,882
+9,115
+5% +$228K 2.59% 18
2025
Q4 		$4.18M Buy
166,767
+14,867
+10% +$374K 2.55% 18
2025
Q3 		$3.82M Buy
151,900
+4,164
+3% +$104K 2.4% 20
2025
Q2 		$3.7M Buy
147,736
+392
+0.3% +$9.7K 2.47% 20
2025
Q1 		$3.66M Buy
147,344
+39,967
+37% +$979K 2.63% 19
2024
Q4 		$2.61M Buy
107,377
+3,183
+3% +$78.3K 2.23% 17
2024
Q3 		$2.62M Sell
104,194
-32,848
-24% -$821K 2.29% 16
2024
Q2 		$3.34M Sell
137,042
-1,882
-1% -$45.6K 3.02% 17
2024
Q1 		$3.41M Sell
138,924
-39,604
-22% -$974K 3.16% 16
2023
Q4 		$4.44M Sell
178,528
-84,460
-32% -$2.04M 4.35% 3
2023
Q3 		$6.3M Buy
+262,988
New +$6.4M 6.56% 2
2023
Q1 		– Sell
-10,910
Closed -$269K – 56
2022
Q4 		$269K Sell
10,910
-990
-8% -$24.4K 0.32% 49
2022
Q3 		$295K Buy
11,900
+1,810
+18% +$46.3K 0.38% 46
2022
Q2 		$260K Sell
10,090
-5,538
-35% -$143K 0.3% 48
2022
Q1 		$412K Sell
15,628
-56
-0.4% -$1.53K 0.43% 44
2021
Q4 		$440K Buy
+15,684
New +$441K 0.44% 38

Other funds holding SCHR

Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 16% in Q3 2026, selling an estimated $759K and leaving 159,588 shares worth $3.78M. The position accounts for 1.96% of the portfolio, ranked #17.

Upper Left Wealth Management first reported a position in SCHR in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.3M in Q3 2023. 93 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Upper Left Wealth Management held 159,588 shares of Schwab Intermediately-Term US Treasury ETF worth $3.78M as of Q3 2026.
  • Upper Left Wealth Management sold 31,219 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $759K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.96% of Upper Left Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Upper Left Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Upper Left Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $6.3M in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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