Upper Left Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 145,315 shares of SCHP stock, worth $3.89 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
145,315
Previous 141,475 2.71%
Holding current value
$3.89 Million
Previous $3.77 Million 3.76%
% of portfolio
2.59%
Previous 2.66%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$26.44 - $27.1 $101,529 - $104,064
3,840 Added 2.71%
145,315 $3.92 Million
Q2 2025

Jul 07, 2025
BUY
$26.18 - $26.93 $1,282 - $1,319
49 Added 0.03%
141,475 $3.77 Million
Q1 2025

Apr 14, 2025
BUY
$25.69 - $26.89 $1.05 Million - $1.1 Million
40,984 Added 40.8%
141,426 $3.79 Million
Q4 2024

Jan 23, 2025
BUY
$25.74 - $53.78 $1.33 Million - $2.78 Million
51,616 Added 105.71%
100,442 $2.59 Million
Q3 2024

Nov 13, 2024
SELL
$51.58 - $53.79 $910,954 - $949,985
-17,661 Reduced 26.56%
48,826 $2.62 Million
Q2 2024

Jul 25, 2024
BUY
$51.1 - $52.24 $4,599 - $4,701
90 Added 0.14%
66,487 $3.46 Million
Q1 2024

Apr 23, 2024
SELL
$51.32 - $52.45 $128,505 - $131,334
-2,504 Reduced 3.63%
66,397 $3.46 Million
Q4 2023

Jan 23, 2024
SELL
$49.69 - $52.46 $145,840 - $153,970
-2,935 Reduced 4.09%
68,901 $3.6 Million
Q3 2023

Oct 25, 2023
BUY
$50.37 - $52.48 $268,522 - $279,770
5,331 Added 8.02%
71,836 $3.63 Million
Q2 2023

Jul 25, 2023
BUY
$52.18 - $54.02 $105,664 - $109,390
2,025 Added 3.14%
66,505 $3.49 Million
Q1 2023

Apr 25, 2023
SELL
$51.68 - $53.62 $36,124 - $37,480
-699 Reduced 1.07%
64,480 $3.46 Million
Q4 2022

Jan 17, 2023
BUY
$51.47 - $53.83 $68,455 - $71,593
1,330 Added 2.08%
65,179 $0
Q3 2022

Nov 01, 2022
SELL
$51.8 - $57.88 $649,054 - $725,236
-12,530 Reduced 16.41%
63,849 $3.34 Million
Q2 2022

Jul 08, 2022
SELL
$55.59 - $60.15 $365,948 - $395,967
-6,583 Reduced 7.93%
76,379 $4.26 Million
Q1 2022

Apr 18, 2022
BUY
$59.94 - $62.99 $25,054 - $26,329
418 Added 0.51%
82,962 $4.99 Million
Q4 2021

Feb 15, 2022
BUY
$62.25 - $63.89 $5.14 Million - $5.27 Million
82,544 New
82,544 $5.19 Million

Others Institutions Holding SCHP

# of Institutions
760
Shares Held
385M
Call Options Held
4.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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