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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$605K Hold
21,850
– – 0.52% 32
2025
Q1 		$581K Hold
21,850
– – 0.59% 33
2024
Q4 		$570K Buy
+21,850
New +$570K 0.61% 31