Uptown Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Hold	11,476	–	–	0.26%	55
2026 Q1	$334K	Hold	11,476	–	–	0.27%	53
2025 Q4	$374K	Hold	11,476	–	–	0.27%	49
2025 Q3	$366K	Hold	11,476	–	–	0.3%	48
2025 Q2	$335K	Hold	11,476	–	–	0.29%	50
2025 Q1	$287K	Hold	11,476	–	–	0.29%	50
2024 Q4	$320K	Buy	+11,476	New	+$314K	0.34%	43

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

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

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Uptown Financial Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,476 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #55.

Uptown Financial Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Uptown Financial Advisors held 11,476 shares of Schwab US Large-Cap Growth ETF worth $388K as of Q2 2026.
Uptown Financial Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.26% of Uptown Financial Advisors's portfolio in Q2 2026, its #55 holding.
Uptown Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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