UFA
SCHV

Uptown Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Uptown Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$708K Hold
20,352
– – 0.47% 36
2026
Q1 		$621K Sell
20,352
-708
-3% -$22.1K 0.49% 33
2025
Q4 		$624K Sell
21,060
-790
-4% -$23.1K 0.45% 36
2025
Q3 		$636K Hold
21,850
– – 0.52% 33
2025
Q2 		$605K Hold
21,850
– – 0.52% 35
2025
Q1 		$581K Hold
21,850
– – 0.59% 34
2024
Q4 		$570K Buy
+21,850
New +$590K 0.61% 31

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Uptown Financial Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 20,352 shares worth $708K. The position accounts for 0.47% of the portfolio, ranked #36.

Uptown Financial Advisors first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Uptown Financial Advisors held 20,352 shares of Schwab US Large-Cap Value ETF worth $708K as of Q2 2026.
  • Uptown Financial Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.47% of Uptown Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Uptown Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 278 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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