Upper Left Wealth Management, LLC SCHE Holdings History
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 $30.25, Upper Left Wealth Management, LLC's estimated gain on his SCHE holdings is $84,721.48, reflecting a 1.25% gain to date.
Upper Left Wealth Management, LLC SCHE ($30.25) Holding Chart
Upper Left Wealth Management, LLC SCHE ($30.25) 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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