Uptown Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
A detailed history of Uptown Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 21,850 shares of SCHV stock, worth $563,511. This represents 0.61% of its overall portfolio holdings.
Number of Shares
21,850Holding current value
$563,511% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
905Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
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Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
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Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
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Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio