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Intrua Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Intrua Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.69M Buy
127,412
+2,067
+2% +$57.9K 0.34% 56
2026
Q1 		$3.15M Sell
125,345
-197
-0.2% -$5.17K 0.32% 62
2025
Q4 		$3.29M Sell
125,542
-2,857
-2% -$74.4K 0.35% 52
2025
Q3 		$3.3M Sell
128,399
-3,042
-2% -$75.3K 0.36% 49
2025
Q2 		$3.13M Sell
131,441
-23,718
-15% -$522K 0.42% 44
2025
Q1 		$3.34M Sell
155,159
-339,570
-69% -$7.72M 0.49% 44
2024
Q4 		$11.2M Sell
494,729
-21,034
-4% -$480K 1.72% 9
2024
Q3 		$11.4M Sell
515,763
-24,876
-5% -$531K 1.7% 6
2024
Q2 		$11.3M Sell
540,639
-294,924
-35% -$5.98M 1.69% 6
2024
Q1 		$17M Buy
835,563
+37,263
+5% +$721K 2.45% 5
2023
Q4 		$14.8M Buy
+798,300
New +$13.8M 2.17% 6

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Intrua Financial's SCHB Position: Q2 2026 in Review

Intrua Financial increased its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, buying an estimated $57.9K and bringing the position to 127,412 shares worth $3.69M. The position accounts for 0.34% of the portfolio, ranked #56.

Intrua Financial first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $17M in Q1 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Intrua Financial held 127,412 shares of Schwab US Broad Market ETF worth $3.69M as of Q2 2026.
  • Intrua Financial bought 2,067 Schwab US Broad Market ETF shares in Q2 2026, an estimated $57.9K.
  • Schwab US Broad Market ETF made up 0.34% of Intrua Financial's portfolio in Q2 2026, its #56 holding.
  • Intrua Financial first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Intrua Financial's Schwab US Broad Market ETF position peaked at $17M in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.