Envision Financial LLC Schwab Strategic U.S. Mid Cap Transaction History

Envision Financial LLC

  • $133 Billion
  • Q1 2025

A detailed history of Envision Financial LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Envision Financial LLC holds 132,782 shares of SCHM stock, worth $3.39 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
132,782
Previous 143,198 7.27%
Holding current value
$3.39 Million
Previous $3.97 Billion 12.33%
% of portfolio
2.62%
Previous 3.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$25.58 - $29.24 $266,441 - $304,563
-10,416 Reduced 7.27%
132,782 $3.48 Billion
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $3.94 Million - $11.9 Million
143,198 New
143,198 $3.97 Billion

Others Institutions Holding SCHM

# of Institutions
1,000
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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