Upper Left Wealth Management, LLC SCHC Holdings History
Upper Left Wealth Management, LLC's Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 106,664.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $4.54 Mil. This investment constitutes 3.03% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.1% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 4 purchases of SCHC, at an average price of $39.91, for a total of 147,516.00 shares. In addition, there have been 10 sales at an average price of $32.48 for 40,852.00 shares. Based on historical transaction data and SCHC's current price of $43.85, Upper Left Wealth Management, LLC's estimated gain on his SCHC holdings is $116,890.21, reflecting a 1.99% gain to date.
Upper Left Wealth Management, LLC SCHC ($43.85) Holding Chart
Upper Left Wealth Management, LLC SCHC ($43.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
