Envision Financial »

Schwab Strategic Tr us lrg cap etf shares owned by Envision Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Envision Financial from 13F filings

Historical chart of Envision Financial investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Envision Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 500k 26.34
2025-06-30 $13M 519k 24.44
2025-03-31 $11M 516k 22.08
2024-12-31 $12M 527k 23.18