ULWM
SCHR

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
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% +$9.71K 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

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Upper Left Wealth Management's SCHR Position: Q2 2026 in Review

Upper Left Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.5% in Q2 2026, buying an estimated $369K and bringing the position to 190,807 shares worth $4.71M. The position accounts for 2.61% of the portfolio, ranked #14.

Upper Left Wealth Management first reported a position in SCHR in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.3M in Q3 2023. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Upper Left Wealth Management held 190,807 shares of Schwab Intermediately-Term US Treasury ETF worth $4.71M as of Q2 2026.
  • Upper Left Wealth Management bought 14,925 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $369K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.61% of Upper Left Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Upper Left Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 17 quarters since.
  • Upper Left Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $6.3M in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.