Ownership history in Upper Left Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in SCHWAB STRATEGIC TR (SCHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 157,323 | +12,008 | +8.3% | 2.54% | $4.2M | $26.49 |
| 2025 Q3 | ADDED | 145,315 | +3,840 | +2.7% | 2.46% | $3.9M | $26.51 |
| 2025 Q2 | ADDED | 141,475 | +49 | +0.0% | 2.52% | $3.8M | $25.96 |
| 2025 Q1 | ADDED | 141,426 | +40,984 | +40.8% | 2.73% | $3.8M | $25.84 |
| 2024 Q4 | ADDED | 100,442 | +51,616 | +105.7% | 2.22% | $2.6M | $24.81 |
| 2024 Q3 | REDUCED | 48,826 | -17,661 | -26.6% | 2.26% | $2.6M | $25.54 |
| 2024 Q2 | ADDED | 66,487 | +90 | +0.1% | 3.12% | $3.5M | $24.52 |
| 2024 Q1 | REDUCED | 66,397 | -2,504 | -3.6% | 3.21% | $3.5M | $24.32 |
| 2023 Q4 | REDUCED | 68,901 | -2,935 | -4.1% | 3.52% | $3.6M | $24.34 |
| 2023 Q3 | ADDED | 71,836 | +5,331 | +8.0% | 3.77% | $3.6M | $23.26 |
As of 2025 Q4 — sorted by position size