Schwab U S Large Cap Growth ETF shares owned by Uptown Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Uptown Financial Advisors
from 13F filings
Historical chart of Uptown Financial Advisors investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Uptown Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 12k | 31.91 |
| 2025-06-30 | $335k | 12k | 29.21 |
| 2025-03-31 | $287k | 12k | 25.04 |
| 2024-12-31 | $320k | 12k | 27.87 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF