Upper Left Wealth Management, LLC SCHF holdings history
SCHWAB INTL EQUITY ETF · CUSIP 808524805 · CIK 1911228
As of 2026-06-30, Upper Left Wealth Management, LLC reported 225.41K SCHF (shares), valued at $6.24M, or 3.46% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 6.29%; reported value increased 18.96%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.46% | 225,409 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 3.10% | 212,071 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 3.15% | 214,971 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.04% | 208,103 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.09% | 209,297 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 3.00% | 211,100 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 3.38% | 213,594 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 3.72% | 104,259 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.74% | 107,426 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 3.58% | 99,072 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 3.67% | 101,350 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 3.69% | 104,372 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.69% | 104,372 | $3.54M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 3.67% | 101,350 | $3.75M | Shares decreased 2.90%; reported value increased 5.68%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 3.58% | 99,072 | $3.87M | Shares decreased 2.25%; reported value increased 3.20%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 3.74% | 107,426 | $4.13M | Shares increased 8.43%; reported value increased 6.76%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 3.72% | 104,259 | $4.25M | Shares decreased 2.95%; reported value increased 2.99%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.38% | 213,594 | $3.95M | Shares increased 104.87%; reported value decreased 7.04%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 3.00% | 211,100 | $4.18M | Shares decreased 1.17%; reported value increased 5.67%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 3.09% | 209,297 | $4.63M | Shares decreased 0.85%; reported value increased 10.77%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | 3.04% | 208,103 | $4.84M | Shares decreased 0.57%; reported value increased 4.74%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.15% | 214,971 | $5.17M | Shares increased 3.30%; reported value increased 6.67%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.10% | 212,071 | $5.25M | Shares decreased 1.35%; reported value increased 1.56%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 3.46% | 225,409 | $6.24M | Shares increased 6.29%; reported value increased 18.96%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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