Intrua Financial’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
131,441
-23,718
| -15% | -$565K | 0.42% | 43 |
|
|
2025
Q1 | $3.34M | Sell |
155,159
-339,570
| -69% | -$7.31M | 0.49% | 43 |
|
|
2024
Q4 | $11.2M | Sell |
494,729
-21,034
| -4% | -$477K | 1.72% | 8 |
|
|
2024
Q3 | $11.4M | Sell |
515,763
-24,876
| -5% | -$552K | 1.7% | 5 |
|
|
2024
Q2 | $11.3M | Sell |
540,639
-294,924
| -35% | -$6.18M | 1.69% | 5 |
|
|
2024
Q1 | $17M | Buy |
835,563
+37,263
| +5% | +$758K | 2.45% | 4 |
|
|
2023
Q4 | $14.8M | Buy |
+798,300
| New | +$14.8M | 2.17% | 5 |
|