ULWM
Upper Left Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
141,475
+49
| +0% | +$1.31K | 2.52% | 19 |
|
|
2025
Q1 | $3.8M | Buy |
141,426
+40,984
| +41% | +$1.1M | 2.73% | 17 |
|
|
2024
Q4 | $2.59M | Buy |
100,442
+51,616
| +106% | +$1.33M | 2.22% | 18 |
|
|
2024
Q3 | $2.58M | Sell |
48,826
-17,661
| -27% | -$935K | 2.26% | 17 |
|
|
2024
Q2 | $3.46M | Buy |
66,487
+90
| +0.1% | +$4.68K | 3.12% | 14 |
|
|
2024
Q1 | $3.46M | Sell |
66,397
-2,504
| -4% | -$131K | 3.21% | 15 |
|
|
2023
Q4 | $3.6M | Sell |
68,901
-2,935
| -4% | -$153K | 3.52% | 12 |
|
|
2023
Q3 | $3.63M | Buy |
71,836
+5,331
| +8% | +$269K | 3.77% | 10 |
|
|
2023
Q2 | $3.49M | Buy |
66,505
+2,025
| +3% | +$106K | 3.88% | 8 |
|
|
2023
Q1 | $3.46M | Sell |
64,480
-699
| -1% | -$37.5K | 3.93% | 9 |
|
|
2022
Q4 | $3.38M | Buy |
65,179
+1,330
| +2% | +$68.9K | 3.99% | 8 |
|
|
2022
Q3 | $3.34M | Sell |
63,849
-12,530
| -16% | -$655K | 4.34% | 5 |
|
|
2022
Q2 | $4.26M | Sell |
76,379
-6,583
| -8% | -$367K | 4.93% | 3 |
|
|
2022
Q1 | $4.99M | Buy |
82,962
+418
| +0.5% | +$25.1K | 5.17% | 2 |
|
|
2021
Q4 | $5.19M | Buy |
+82,544
| New | +$5.19M | 5.18% | 2 |
|