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

Envision Financial’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.2M	Sell
2025 Q2	$12.7M	Buy
2025 Q1	$11.4M	Sell
2024 Q4	$12.2M	Buy