Number of Shares
156,440.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
3.15%
Total Estimate Gain
$72,206.28
% of Total Estimate Gain
1.06%

Upper Left Wealth Management, LLC's Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-06-30, Upper Left Wealth Management, LLC held 156,440.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $4.72 Mil. This investment constitutes 3.15% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.05% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 7 purchases of SCHE, at an average price of $28.61, for a total of 237,820.00 shares. In addition, there have been 7 sales at an average price of $26.49 for 81,380.00 shares. Based on historical transaction data and SCHE's current price of $30.17, Upper Left Wealth Management, LLC's estimated gain on his SCHE holdings is $72,206.28, reflecting a 1.06% gain to date.

Upper Left Wealth Management, LLC SCHE ($30.17) Holding Chart

Upper Left Wealth Management, LLC SCHE ($30.17) 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 %

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