Envision Financial LLC Schwab Strategic Tr Us Small C Transaction History

Envision Financial LLC

  • $174 Billion
  • Q3 2025

A detailed history of Envision Financial LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Envision Financial LLC holds 56,226 shares of SCHA stock, worth $1.54 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
56,226
Previous 56,138 0.16%
Holding current value
$1.54 Million
Previous $1.42 Billion 10.45%
% of portfolio
0.9%
Previous 0.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$25.29 - $28.33 $2,225 - $2,493
88 Added 0.16%
56,226 $1.57 Billion
Q2 2025

Jul 10, 2025
SELL
$20.42 - $25.3 $12,394 - $15,357
-607 Reduced 1.07%
56,138 $1.42 Billion
Q1 2025

Apr 22, 2025
SELL
$23.16 - $27.04 $23,669 - $27,634
-1,022 Reduced 1.77%
56,745 $1.33 Billion
Q4 2024

Jan 13, 2025
BUY
$25.33 - $51.16 $1.46 Million - $2.96 Million
57,767 New
57,767 $1.49 Billion

About SCHWAB STRATEGIC TR US SMALL-C

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