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 $289,677. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,347
Previous 6,347
-0.0%
Holding current value
$289,677
Previous $270 Million
6.86%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHC
# of Institutions
504Shares Held
76.9MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio