Uptown Financial Advisors »

Schwab International Equity ETF shares owned by Uptown Financial Advisors

Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by Uptown Financial Advisors from 13F filings

Historical chart of Uptown Financial Advisors investment in Schwab International Equity ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab International Equity ETF by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 152k 23.28
2025-06-30 $3.3M 149k 22.10
2025-03-31 $2.9M 149k 19.78
2024-12-31 $2.4M 129k 18.50

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 International Equity ETF

Northwestern Mutual Wealth Management Company
Empower Advisory Group
Financial Engines Advisors L.L.C
Wealthfront Advisers
Creative Planning
HighTower Advisors
Betterment
Sontag Advisory
CI Private Wealth
Us Bancorp
Miracle Mile Advisors
SCS Capital Management
Morgan Stanley
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab International Equity ETF