Uptown Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Uptown Financial Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.02M	Sell	181,155 -3,898	-2%	-$105K	3.3%	9
2026 Q1	$4.58M	Buy	185,053 +26,038	+16%	+$662K	3.64%	8
2025 Q4	$3.82M	Buy	159,015 +7,050	+5%	+$168K	2.74%	10
2025 Q3	$3.54M	Buy	151,965 +3,284	+2%	+$74.2K	2.92%	11
2025 Q2	$3.29M	Buy	148,681 +224	+0.2%	+$4.66K	2.81%	11
2025 Q1	$2.94M	Buy	148,457 +19,110	+15%	+$375K	3%	10
2024 Q4	$2.39M	Buy	+129,347	New	+$2.53M	2.58%	11

Other funds holding SCHF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Uptown Financial Advisors's SCHF Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 2.1% in Q2 2026, selling an estimated $105K and leaving 181,155 shares worth $5.02M. The position accounts for 3.3% of the portfolio, ranked #9.

Uptown Financial Advisors first reported a position in SCHF in Q4 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Uptown Financial Advisors held 181,155 shares of Schwab International Equity ETF worth $5.02M as of Q2 2026.
Uptown Financial Advisors sold 3,898 Schwab International Equity ETF shares in Q2 2026, an estimated $105K.
Schwab International Equity ETF made up 3.3% of Uptown Financial Advisors's portfolio in Q2 2026, its #9 holding.
Uptown Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.