Envision Financial LLC Schwab Strategic Tr Us Large C Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Envision Financial LLC holds 527,055 shares of SCHX stock, worth $12.5 Million. This represents 9.79% of its overall portfolio holdings.
Number of Shares
527,055Holding current value
$12.5 Million% of portfolio
9.79%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,465Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.9 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.96 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$835 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$763 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$623 Million8.63% of portfolio