IF
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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
Q1 		$3.15M Sell
125,345
-197
-0.2% -$5.17K 0.34% 62
2025
Q4 		$3.29M Sell
125,542
-2,857
-2% -$74.4K 0.36% 52
2025
Q3 		$3.3M Sell
128,399
-3,042
-2% -$75.3K 0.39% 49
2025
Q2 		$3.13M Sell
131,441
-23,718
-15% -$522K 0.45% 44
2025
Q1 		$3.34M Sell
155,159
-339,570
-69% -$7.72M 0.52% 44
2024
Q4 		$11.2M Sell
494,729
-21,034
-4% -$480K 1.82% 9
2024
Q3 		$11.4M Sell
515,763
-24,876
-5% -$531K 1.86% 6
2024
Q2 		$11.3M Sell
540,639
-294,924
-35% -$5.98M 1.84% 6
2024
Q1 		$17M Buy
835,563
+37,263
+5% +$721K 2.64% 5
2023
Q4 		$14.8M Buy
+798,300
New +$13.8M 2.31% 6

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