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Schwab Intl Small Cap Equity ETF shares owned by Uptown Financial Advisors

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Uptown Financial Advisors from 13F filings

Historical chart of Uptown Financial Advisors investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 6.3k 45.51
2025-06-30 $270k 6.3k 42.59
2025-03-31 $228k 6.4k 35.88
2024-12-31 $253k 7.4k 34.33

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding Schwab Intl Small Cap Equity ETF

Tiaa Trust, National Association
Savant Capital Management
SageView Advisory Group
BlackRock
McAdam
Pnc Financial Services
Creative Planning
State Street Corporation
Mather Group
Colony
Johnson Financial
Rsm Us Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Jones Financial Companies, L.L

View all funds holding Schwab Intl Small Cap Equity ETF