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Envision Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Envision Financial’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.64M Sell
129,739
-3,043
-2% -$85.4K 2.43% 12
2025
Q1 		$3.48M Sell
132,782
-10,416
-7% -$273K 2.62% 13
2024
Q4 		$3.97M Buy
+143,198
New +$3.97M 3.18% 9