SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 166,767 Value ($000) $4,183 Avg Close — Range —
Q3 2025
Shares 151,900 Value ($000) $3,817 Avg Close — Range —
Q2 2025
Shares 147,736 Value ($000) $3,698 Avg Close — Range —
Q1 2025
Shares 147,344 Value ($000) $3,663 Avg Close — Range —
Q4 2024
Shares 107,377 Value ($000) $2,608 Avg Close — Range —
Q3 2024
Shares 52,097 Value ($000) $2,615 Avg Close — Range —
Q2 2024
Shares 68,521 Value ($000) $3,342 Avg Close — Range —
Q1 2024
Shares 69,462 Value ($000) $3,407 Avg Close — Range —
Q4 2023
Shares 89,264 Value ($000) $4,438 Avg Close — Range —
Q3 2023
Shares 131,494 Value ($000) $6,304 Avg Close — Range —
Q4 2022
Shares 5,455 Value ($000) $269 Avg Close — Range —
Q3 2022
Shares 5,950 Value ($000) $295 Avg Close — Range —
Q2 2022
Shares 5,045 Value ($000) $260 Avg Close — Range —
Q1 2022
Shares 7,814 Value ($000) $412 Avg Close — Range —
Q4 2021
Shares 7,842 Value ($000) $440 Avg Close — Range —