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Envision Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Envision Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.7M Buy
519,373
+2,933
+0.6% +$71.7K 8.46% 3
2025
Q1 		$11.4M Sell
516,440
-10,615
-2% -$234K 8.59% 3
2024
Q4 		$12.2M Buy
+527,055
New +$12.2M 9.79% 3