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

Envision Financial LLC

  • $189 Billion
  • Q4 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 114,934 shares of SCHM stock, worth $3.35 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
114,934
Previous 126,986 9.49%
Holding current value
$3.35 Million
Previous $3.76 Billion 8.18%
% of portfolio
1.83%
Previous 2.16%

Shares

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

Jan 07, 2026
SELL
$28.9 - $30.17 $348,302 - $363,608
-12,052 Reduced 9.49%
114,934 $3.46 Billion
Q3 2025

Oct 10, 2025
SELL
$28.15 - $30.13 $77,496 - $82,947
-2,753 Reduced 2.12%
126,986 $3.76 Billion
Q2 2025

Jul 10, 2025
SELL
$22.92 - $28.05 $69,745 - $85,356
-3,043 Reduced 2.29%
129,739 $3.64 Billion
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
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
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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