Upper Left Wealth Management, LLC's ownership history for SCHC

Upper Left Wealth Management, LLC currently holds 100.2K shares with a market value of $4.6M. It started holding SCHC on 2024-09-30. At its peak, it held 106.7K shares on 2025-06-30. Its highest holding value was $4.6M on 2025-09-30. At its lowest, it held 97.9K shares on 2025-03-31, with a value of $3.4M on 2024-12-31. In the recent 180 days, Upper Left Wealth Management, LLC has increased its shares by 2.3K. In the recent year, Upper Left Wealth Management, LLC has increased its shares by 755.