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

Envision Financial’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.57M	Buy
2025 Q2	$1.42M	Sell
2025 Q1	$1.33M	Sell
2024 Q4	$1.49M	Buy