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

Upper Left Wealth Management, LLC

$109 Million
Q2 2024

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 66,487 shares of SCHP stock, worth $1.74 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

66,487

Previous 66,397 0.14%

Holding current value

$1.74 Million

Previous $3.46 Million 0.17%

% of portfolio

3.17%

Previous 3.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

691

Shares Held

169M

Call Options Held

66.2K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

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