SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 258,056 Value ($000) $5,391 Avg Close — Range —
Q3 2025
Shares 224,057 Value ($000) $4,833 Avg Close — Range —
Q2 2025
Shares 217,758 Value ($000) $4,608 Avg Close — Range —
Q1 2025
Shares 225,085 Value ($000) $4,842 Avg Close — Range —
Q4 2024
Shares 203,912 Value ($000) $4,294 Avg Close — Range —
Q3 2024
Shares 202,651 Value ($000) $4,578 Avg Close — Range —
Q2 2024
Shares 191,784 Value ($000) $3,830 Avg Close — Range —
Q1 2024
Shares 180,857 Value ($000) $3,671 Avg Close — Range —
Q4 2023
Shares 181,595 Value ($000) $3,761 Avg Close — Range —
Q3 2023
Shares 191,048 Value ($000) $3,391 Avg Close — Range —
Q2 2023
Shares 176,799 Value ($000) $3,453 Avg Close — Range —
Q1 2023
Shares 163,530 Value ($000) $3,189 Avg Close — Range —
Q4 2022
Shares 150,956 Value ($000) $2,912 Avg Close — Range —
Q3 2022
Shares 151,522 Value ($000) $2,886 Avg Close — Range —
Q2 2022
Shares 150,225 Value ($000) $3,168 Avg Close — Range —
Q1 2022
Shares 154,040 Value ($000) $3,914 Avg Close — Range —
Q4 2021
Shares 80,952 Value ($000) $4,264 Avg Close — Range —