Envision Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Envision Financial LLC

  • $189 Billion
  • Q4 2025

A detailed history of Envision Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Envision Financial LLC holds 50,565 shares of SCHB stock, worth $1.31 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
50,565
Previous 50,703 0.27%
Holding current value
$1.31 Million
Previous $1.3 Billion 1.74%
% of portfolio
0.7%
Previous 0.75%

Shares

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

Jan 07, 2026
SELL
$25.2 - $26.46 $3,477 - $3,651
-138 Reduced 0.27%
50,565 $1.33 Billion
Q3 2025

Oct 10, 2025
SELL
$23.82 - $25.84 $1,143 - $1,240
-48 Reduced 0.09%
50,703 $1.3 Billion
Q2 2025

Jul 10, 2025
BUY
$19.1 - $23.83 $62,552 - $78,043
3,275 Added 6.9%
50,751 $1.21 Billion
Q1 2025

Apr 22, 2025
BUY
$21.23 - $23.75 $62,840 - $70,300
2,960 Added 6.65%
47,476 $1.02 Billion
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $979,797 - $2.97 Million
44,516 New
44,516 $1.01 Billion

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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