Ownership history in Upper Left Wealth Management, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Upper Left Wealth Management, LLC underperformed the S&P 500 by β11.6% annually on this SCHP position. Timing score: 62% (10/16 decisions correct). Average cost basis: $25.84. Maximum drawdown during holding period: β13.8%.
β Significantly underperformed the S&P 500 by 11.6% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $23.26 (2023 Q3) Β· Worst: $26.62 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 6 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size