Schwab U S Small Cap ETF shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 163k | 27.90 |
| 2025-06-30 | $4.5M | 178k | 25.30 |
| 2025-03-31 | $4.3M | 185k | 23.43 |
| 2024-12-31 | $4.9M | 190k | 25.86 |
| 2024-09-30 | $4.8M | 94k | 51.12 |
| 2024-06-30 | $3.8M | 79k | 47.45 |
| 2024-03-31 | $4.0M | 82k | 49.24 |
| 2023-12-31 | $4.1M | 87k | 47.24 |
| 2023-09-30 | $4.3M | 105k | 41.42 |
| 2023-06-30 | $2.3M | 53k | 43.80 |
| 2023-03-31 | $2.2M | 52k | 41.93 |
| 2022-12-31 | $2.1M | 52k | 40.51 |
| 2022-09-30 | $2.1M | 55k | 38.77 |
| 2022-06-30 | $2.1M | 53k | 38.99 |
| 2022-03-31 | $2.6M | 55k | 47.86 |
| 2021-12-31 | $2.9M | 28k | 102.91 |
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