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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$335K Hold
11,476
– – 0.29% 47
2025
Q1 		$287K Hold
11,476
– – 0.29% 49
2024
Q4 		$320K Buy
+11,476
New +$320K 0.34% 43