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Envision Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Envision Financial’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
56,138
-607
-1% -$15.4K 0.95% 25
2025
Q1 		$1.33M Sell
56,745
-1,022
-2% -$23.9K 1% 24
2024
Q4 		$1.49M Buy
+57,767
New +$1.49M 1.2% 23