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
2025 Q3	$636K	Hold
2025 Q2	$605K	Hold
2025 Q1	$581K	Hold
2024 Q4	$570K	Buy