Schwab Strategic Tr 0 shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 145k | 26.95 |
| 2025-06-30 | $3.8M | 142k | 26.68 |
| 2025-03-31 | $3.8M | 141k | 26.89 |
| 2024-12-31 | $2.6M | 100k | 25.83 |
| 2024-09-30 | $2.6M | 49k | 52.93 |
| 2024-06-30 | $3.5M | 67k | 52.01 |
| 2024-03-31 | $3.5M | 66k | 52.16 |
| 2023-12-31 | $3.6M | 69k | 52.20 |
| 2023-09-30 | $3.6M | 72k | 50.49 |
| 2023-06-30 | $3.5M | 67k | 52.43 |
| 2023-03-31 | $3.5M | 65k | 53.61 |
| 2022-12-31 | $3.4M | 65k | 51.79 |
| 2022-09-30 | $3.3M | 64k | 52.26 |
| 2022-06-30 | $4.3M | 76k | 55.80 |
| 2022-03-31 | $5.0M | 83k | 60.15 |
| 2021-12-31 | $5.2M | 83k | 62.89 |
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