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Schwab Strategic Tr intrm trm shares owned by Upper Left Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Upper Left Wealth Management from 13F filings

Historical chart of Upper Left Wealth Management investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 52k 50.20
2024-06-30 $3.3M 69k 48.77
2024-03-31 $3.4M 70k 49.05
2023-12-31 $4.4M 89k 49.72
2023-09-30 $6.3M 132k 47.94
2022-12-31 $269k 5.5k 49.23
2022-09-30 $295k 6.0k 49.58
2022-06-30 $260k 5.0k 51.54
2022-03-31 $412k 7.8k 52.73
2021-12-31 $440k 7.8k 56.11