Intrua Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intrua Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.74M	Buy	252,289 +3,771	+2%	+$114K	0.8%	19
2025 Q4	$6.82M	Buy	248,518 +63,516	+34%	+$1.73M	0.72%	26
2025 Q3	$5.05M	Buy	185,002 +34,535	+23%	+$942K	0.55%	34
2025 Q2	$3.99M	Sell	150,467 -483	-0.3%	-$12.6K	0.53%	33
2025 Q1	$4.22M	Sell	150,950 -10,957	-7%	-$305K	0.61%	33
2024 Q4	$4.42M	Sell	161,907 -1,533	-0.9%	-$43.6K	0.68%	32
2024 Q3	$4.61M	Sell	163,440 -45,456	-22%	-$1.24M	0.68%	28
2024 Q2	$5.41M	Buy	208,896 +3,288	+2%	+$85.6K	0.81%	19
2024 Q1	$5.53M	Buy	205,608 +17,538	+9%	+$453K	0.8%	19
2023 Q4	$4.77M	Sell	188,070 -2,208	-1%	-$52.6K	0.7%	31
2023 Q3	$4.49M	Buy	190,278 +1,938	+1%	+$47.6K	0.76%	27
2023 Q2	$4.56M	Buy	188,340 +4,383	+2%	+$105K	0.77%	30
2023 Q1	$4.3M	Buy	183,957 +13,686	+8%	+$342K	0.89%	27
2022 Q4	$4.26M	Sell	170,271 -9,498	-5%	-$234K	0.98%	21
2022 Q3	$3.98M	Buy	179,769 +41,406	+30%	+$1.01M	1.06%	20
2022 Q2	$3.3M	Buy	138,363 +14,295	+12%	+$364K	0.7%	32
2022 Q1	$3.26M	Buy	124,068 +9,807	+9%	+$257K	0.58%	34
2021 Q4	$3.08M	Buy	114,261 +25,725	+29%	+$668K	0.54%	40
2021 Q3	$2.27M	Buy	+88,536	New	+$2.25M	0.42%	47

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Intrua Financial's SCHD Position: Q1 2026 in Review

Intrua Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q1 2026, buying an estimated $114K and bringing the position to 252,289 shares worth $7.74M. The position accounts for 0.8% of the portfolio, ranked #19.

Intrua Financial first reported a position in SCHD in Q3 2021 and has held it in 19 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Intrua Financial held 252,289 shares of Schwab US Dividend Equity ETF worth $7.74M as of Q1 2026.
Intrua Financial bought 3,771 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $114K.
Schwab US Dividend Equity ETF made up 0.8% of Intrua Financial's portfolio in Q1 2026, its #19 holding.
Intrua Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 19 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.