Envision Financial LLC Schwab Strategic Tr Us Large C Transaction History

Envision Financial LLC

  • $174 Billion
  • Q3 2025

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 499,490 shares of SCHX stock, worth $13.3 Million. This represents 7.54% of its overall portfolio holdings.

Number of Shares
499,490
Previous 519,373 3.83%
Holding current value
$13.3 Million
Previous $12.7 Billion 3.65%
% of portfolio
7.54%
Previous 8.46%

Shares

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

Oct 10, 2025
SELL
$24.46 - $26.5 $486,338 - $526,899
-19,883 Reduced 3.83%
499,490 $13.2 Billion
Q2 2025

Jul 10, 2025
BUY
$19.6 - $24.44 $57,486 - $71,682
2,933 Added 0.57%
519,373 $12.7 Billion
Q1 2025

Apr 22, 2025
SELL
$21.75 - $24.28 $230,876 - $257,732
-10,615 Reduced 2.01%
516,440 $11.4 Billion
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $11.8 Million - $36 Million
527,055 New
527,055 $12.2 Billion

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Envision Financial LLC Portfolio

Follow Envision Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email