Envision Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Buy	50,751 +3,275	+7%	+$78K	0.81%	26
2025 Q1	$1.02M	Buy	47,476 +2,960	+7%	+$63.7K	0.77%	25
2024 Q4	$1.01M	Buy	+44,516	New	+$1.01M	0.81%	26