SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 157,323 Value ($000) $4,167 Avg Close — Range —
Q3 2025
Shares 145,315 Value ($000) $3,916 Avg Close — Range —
Q2 2025
Shares 141,475 Value ($000) $3,775 Avg Close — Range —
Q1 2025
Shares 141,426 Value ($000) $3,803 Avg Close — Range —
Q4 2024
Shares 100,442 Value ($000) $2,594 Avg Close — Range —
Q3 2024
Shares 48,826 Value ($000) $2,584 Avg Close — Range —
Q2 2024
Shares 66,487 Value ($000) $3,458 Avg Close — Range —
Q1 2024
Shares 66,397 Value ($000) $3,463 Avg Close — Range —
Q4 2023
Shares 68,901 Value ($000) $3,597 Avg Close — Range —
Q3 2023
Shares 71,836 Value ($000) $3,627 Avg Close — Range —
Q2 2023
Shares 66,505 Value ($000) $3,487 Avg Close — Range —
Q1 2023
Shares 64,480 Value ($000) $3,457 Avg Close — Range —
Q4 2022
Shares 65,179 Value ($000) $3,376 Avg Close — Range —
Q3 2022
Shares 63,849 Value ($000) $3,337 Avg Close — Range —
Q2 2022
Shares 76,379 Value ($000) $4,262 Avg Close — Range —
Q1 2022
Shares 82,962 Value ($000) $4,990 Avg Close — Range —
Q4 2021
Shares 82,544 Value ($000) $5,191 Avg Close — Range —