Uptown Financial Advisors LLC Schwab Strategic Tr Intl Small Transaction History
Uptown Financial Advisors LLC
- $121 Billion
- Q3 2025
A detailed history of Uptown Financial Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 6,347 shares of SCHC stock, worth $285,868. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,347
Previous 6,347
-0.0%
Holding current value
$285,868
Previous $270 Million
6.86%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHC
# of Institutions
514Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio