Upper Left Wealth Management, LLC SCHH Holdings History
Upper Left Wealth Management, LLC's Schwab U.S. REIT ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 217,758.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $4.61 Mil. This investment constitutes 3.07% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.06% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 9 purchases of SCHH, at an average price of $22.94, for a total of 247,521.00 shares. In addition, there have been 5 sales at an average price of $21.23 for 29,763.00 shares. Based on historical transaction data and SCHH's current price of $21.28, Upper Left Wealth Management, LLC's estimated gain on his SCHH holdings is $-411,503.01, reflecting a -7.25% gain to date.
Upper Left Wealth Management, LLC SCHH ($21.28) Holding Chart
Upper Left Wealth Management, LLC SCHH ($21.28) 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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