Envision Financial LLC Schwab Strategic Tr Us Large C Transaction History

Envision Financial LLC

  • $189 Billion
  • Q4 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 487,400 shares of SCHX stock, worth $12.9 Million. This represents 6.93% of its overall portfolio holdings.

Number of Shares
487,400
Previous 499,490 2.42%
Holding current value
$12.9 Million
Previous $13.2 Billion 0.31%
% of portfolio
6.93%
Previous 7.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$25.85 - $27.19 $312,526 - $328,727
-12,090 Reduced 2.42%
487,400 $13.1 Billion
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
1,634
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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