Envision Financial LLC Schwab Strategic Tr Us Large C Transaction History

Envision Financial LLC

  • $133 Billion
  • Q1 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 516,440 shares of SCHX stock, worth $11.3 Million. This represents 8.59% of its overall portfolio holdings.

Number of Shares
516,440
Previous 527,055 2.01%
Holding current value
$11.3 Million
Previous $12.2 Billion 6.66%
% of portfolio
8.59%
Previous 9.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,485
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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