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Disclosery

Envision Financial LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Envision Financial LLC on SCHX, newest first. How the timeline and the estimate are built.

Envision Financial LLC held 357,907 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 357,907 shares
    Change vs previous 13F -53,791 shares

    4.77% of the 13F portfolio, value $10,737,220.

    13F-HR 0002051355-26-000005 filed by Envision Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 411,698 shares
    Change vs previous 13F -69,894 shares

    5.58% of the 13F portfolio, value $12,116,282.

    13F-HR 0002051355-26-000003 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 481,592 shares
    Change vs previous 13F -5,808 shares

    6.64% of the 13F portfolio, value $12,348,032.

    13F-HR 0002051355-26-000002 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 487,400 shares
    Change vs previous 13F -12,090 shares

    6.93% of the 13F portfolio, value $13,115,928.

    13F-HR 0002051355-26-000001 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 499,490 shares
    Change vs previous 13F -19,883 shares

    7.54% of the 13F portfolio, value $13,156,557.

    13F-HR 0002051355-25-000010 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 519,373 shares
    Change vs previous 13F +2,933 shares

    8.46% of the 13F portfolio, value $12,693,470.

    13F-HR 0002051355-25-000004 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 516,440 shares
    Change vs previous 13F -10,615 shares

    8.59% of the 13F portfolio, value $11,402,988.

    13F-HR 0002051355-25-000003 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F/A 527,055 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $12,217,128.

    13F-HR/A 0002051355-25-000002 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).