ULWM
SCHP icon

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
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 $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management's SCHP Position: Q2 2026 in Review

Upper Left Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 3.5% in Q2 2026, buying an estimated $156K and bringing the position to 170,701 shares worth $4.52M. The position accounts for 2.51% of the portfolio, ranked #18.

Upper Left Wealth Management first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.19M in Q4 2021. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Upper Left Wealth Management held 170,701 shares of Schwab US TIPS ETF worth $4.52M as of Q2 2026.
  • Upper Left Wealth Management bought 5,848 Schwab US TIPS ETF shares in Q2 2026, an estimated $156K.
  • Schwab US TIPS ETF made up 2.51% of Upper Left Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Upper Left Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's Schwab US TIPS ETF position peaked at $5.19M in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.