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
2026 Q2	$12.1M	Sell	411,698 -69,894	-15%	-$2M	5.58%	6
2026 Q1	$12.3M	Sell	481,592 -5,808	-1%	-$156K	6.64%	6
2025 Q4	$13.1M	Sell	487,400 -12,090	-2%	-$323K	6.93%	5
2025 Q3	$13.2M	Sell	499,490 -19,883	-4%	-$505K	7.54%	5
2025 Q2	$12.7M	Buy	519,373 +2,933	+0.6%	+$66.3K	8.46%	3
2025 Q1	$11.4M	Sell	516,440 -10,615	-2%	-$247K	8.59%	3
2024 Q4	$12.2M	Buy	+527,055	New	+$12.3M	9.79%	3

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Envision Financial's SCHX Position: Q2 2026 in Review

Envision Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, selling an estimated $2M and leaving 411,698 shares worth $12.1M. The position accounts for 5.58% of the portfolio, ranked #6.

Envision Financial first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q3 2025. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Envision Financial held 411,698 shares of Schwab US Large- Cap ETF worth $12.1M as of Q2 2026.
Envision Financial sold 69,894 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2M.
Schwab US Large- Cap ETF made up 5.58% of Envision Financial's portfolio in Q2 2026, its #6 holding.
Envision Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Schwab US Large- Cap ETF position peaked at $13.2M in Q3 2025.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.