SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 165,081 Value ($000) $4,702 Avg Close — Range —
Q3 2025
Shares 162,817 Value ($000) $4,543 Avg Close — Range —
Q2 2025
Shares 177,791 Value ($000) $4,498 Avg Close — Range —
Q1 2025
Shares 184,669 Value ($000) $4,327 Avg Close — Range —
Q4 2024
Shares 189,704 Value ($000) $4,906 Avg Close — Range —
Q3 2024
Shares 94,011 Value ($000) $4,806 Avg Close — Range —
Q2 2024
Shares 79,131 Value ($000) $3,755 Avg Close — Range —
Q1 2024
Shares 81,893 Value ($000) $4,032 Avg Close — Range —
Q4 2023
Shares 86,891 Value ($000) $4,105 Avg Close — Range —
Q3 2023
Shares 104,929 Value ($000) $4,346 Avg Close — Range —
Q2 2023
Shares 52,881 Value ($000) $2,316 Avg Close — Range —
Q1 2023
Shares 52,220 Value ($000) $2,190 Avg Close — Range —
Q4 2022
Shares 52,135 Value ($000) $2,112 Avg Close — Range —
Q3 2022
Shares 55,427 Value ($000) $2,149 Avg Close — Range —
Q2 2022
Shares 53,220 Value ($000) $2,075 Avg Close — Range —
Q1 2022
Shares 55,058 Value ($000) $2,635 Avg Close — Range —
Q4 2021
Shares 28,142 Value ($000) $2,896 Avg Close — Range —