ULWM
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Upper Left Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Upper Left Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.1M Buy
362,207
+191,506
+112% +$4.96M 4.72% 4
2026
Q2 		$4.52M Buy
170,701
+5,848
+4% +$156K 2.51% 18
2026
Q1 		$4.39M Buy
164,853
+7,530
+5% +$201K 2.59% 17
2025
Q4 		$4.17M Buy
157,323
+12,008
+8% +$322K 2.54% 19
2025
Q3 		$3.92M Buy
145,315
+3,840
+3% +$103K 2.46% 18
2025
Q2 		$3.77M Buy
141,475
+49
+0% +$1.3K 2.52% 19
2025
Q1 		$3.8M Buy
141,426
+40,984
+41% +$1.08M 2.73% 17
2024
Q4 		$2.59M Buy
100,442
+2,790
+3% +$73.3K 2.22% 18
2024
Q3 		$2.58M Sell
97,652
-35,322
-27% -$933K 2.26% 17
2024
Q2 		$3.46M Buy
132,974
+180
+0.1% +$4.65K 3.12% 14
2024
Q1 		$3.46M Sell
132,794
-5,008
-4% -$130K 3.21% 15
2023
Q4 		$3.6M Sell
137,802
-5,870
-4% -$149K 3.52% 12
2023
Q3 		$3.63M Buy
143,672
+10,662
+8% +$275K 3.77% 10
2023
Q2 		$3.49M Buy
133,010
+4,050
+3% +$107K 3.88% 8
2023
Q1 		$3.46M Sell
128,960
-1,398
-1% -$36.8K 3.93% 9
2022
Q4 		$3.38M Buy
130,358
+2,660
+2% +$69.6K 3.99% 8
2022
Q3 		$3.34M Sell
127,698
-25,060
-16% -$697K 4.34% 5
2022
Q2 		$4.26M Sell
152,758
-13,166
-8% -$382K 4.93% 3
2022
Q1 		$4.99M Buy
165,924
+836
+0.5% +$25.6K 5.17% 2
2021
Q4 		$5.19M Buy
+165,088
New +$5.2M 5.18% 2

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Upper Left Wealth Management's SCHP Position: Q3 2026 in Review

Upper Left Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 112% in Q3 2026, buying an estimated $4.96M and bringing the position to 362,207 shares worth $9.1M. The position accounts for 4.72% of the portfolio, ranked #4.

Upper Left Wealth Management first reported a position in SCHP in Q4 2021 and has held it in 20 quarters since. 175 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Upper Left Wealth Management held 362,207 shares of Schwab US TIPS ETF worth $9.1M as of Q3 2026.
  • Upper Left Wealth Management bought 191,506 Schwab US TIPS ETF shares in Q3 2026, an estimated $4.96M.
  • Schwab US TIPS ETF made up 4.72% of Upper Left Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Upper Left Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 20 quarters since.
  • 175 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.