SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 214,971 Value ($000) $5,168 Avg Close — Range —
Q3 2025
Shares 208,103 Value ($000) $4,845 Avg Close — Range —
Q2 2025
Shares 209,297 Value ($000) $4,625 Avg Close — Range —
Q1 2025
Shares 211,100 Value ($000) $4,176 Avg Close — Range —
Q4 2024
Shares 213,594 Value ($000) $3,951 Avg Close — Range —
Q3 2024
Shares 104,259 Value ($000) $4,251 Avg Close — Range —
Q2 2024
Shares 107,426 Value ($000) $4,127 Avg Close — Range —
Q1 2024
Shares 99,072 Value ($000) $3,866 Avg Close — Range —
Q4 2023
Shares 101,350 Value ($000) $3,746 Avg Close — Range —
Q3 2023
Shares 104,372 Value ($000) $3,544 Avg Close — Range —
Q2 2023
Shares 110,846 Value ($000) $3,952 Avg Close — Range —
Q1 2023
Shares 108,745 Value ($000) $3,784 Avg Close — Range —
Q4 2022
Shares 114,733 Value ($000) $3,696 Avg Close — Range —
Q3 2022
Shares 106,747 Value ($000) $3,070 Avg Close — Range —
Q2 2022
Shares 126,363 Value ($000) $3,974 Avg Close — Range —
Q1 2022
Shares 107,321 Value ($000) $3,973 Avg Close — Range —
Q4 2021
Shares 120,300 Value ($000) $4,719 Avg Close — Range —