SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 98,352 Value ($000) $4,478 Avg Close — Range —
Q3 2025
Shares 100,211 Value ($000) $4,561 Avg Close — Range —
Q2 2025
Shares 106,664 Value ($000) $4,543 Avg Close — Range —
Q1 2025
Shares 97,862 Value ($000) $3,511 Avg Close — Range —
Q4 2024
Shares 99,449 Value ($000) $3,414 Avg Close — Range —
Q3 2024
Shares 99,456 Value ($000) $3,750 Avg Close — Range —
Q2 2024
Shares 81,147 Value ($000) $2,887 Avg Close — Range —
Q1 2024
Shares 76,066 Value ($000) $2,723 Avg Close — Range —
Q4 2023
Shares 76,704 Value ($000) $2,676 Avg Close — Range —
Q3 2023
Shares 73,113 Value ($000) $2,358 Avg Close — Range —
Q2 2023
Shares 74,402 Value ($000) $2,513 Avg Close — Range —
Q1 2023
Shares 74,822 Value ($000) $2,522 Avg Close — Range —
Q4 2022
Shares 75,622 Value ($000) $2,380 Avg Close — Range —
Q3 2022
Shares 82,250 Value ($000) $2,339 Avg Close — Range —
Q2 2022
Shares 105,366 Value ($000) $3,291 Avg Close — Range —
Q1 2022
Shares 107,519 Value ($000) $4,107 Avg Close — Range —
Q4 2021
Shares 111,733 Value ($000) $4,614 Avg Close — Range —