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Schwab U S Small Cap ETF shares owned by Envision Financial

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Envision Financial from 13F filings

Historical chart of Envision Financial investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Envision Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 56k 27.90
2025-06-30 $1.4M 56k 25.30
2025-03-31 $1.3M 57k 23.43
2024-12-31 $1.5M 58k 25.86

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision Financial

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF