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Intrua Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Intrua Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Buy
22,619
+15,498
+218% +$514K 0.07% 207
2026
Q1 		$207K Buy
7,121
+5
+0.1% +$155 0.02% 438
2025
Q4 		$232K Hold
7,116
– – 0.02% 426
2025
Q3 		$227K Hold
7,116
– – 0.02% 413
2025
Q2 		$208K Buy
+7,116
New +$188K 0.03% 358
2025
Q1 		– Sell
-30,330
Closed -$845K – 398
2024
Q4 		$845K Sell
30,330
-4,098
-12% -$112K 0.13% 126
2024
Q3 		$897K Sell
34,428
-36,720
-52% -$924K 0.13% 131
2024
Q2 		$1.79M Buy
71,148
+3,612
+5% +$85.2K 0.27% 75
2024
Q1 		$1.57M Buy
67,536
+52,336
+344% +$1.16M 0.23% 95
2023
Q4 		$315K Sell
15,200
-700
-4% -$13.5K 0.05% 308
2023
Q3 		$289K Sell
15,900
-2,128
-12% -$40.1K 0.05% 276
2023
Q2 		$338K Buy
18,028
+1,204
+7% +$20.6K 0.06% 257
2023
Q1 		$281K Sell
16,824
-364
-2% -$5.53K 0.06% 265
2022
Q4 		$246K Sell
17,188
-4,344
-20% -$62.5K 0.06% 283
2022
Q3 		$300K Sell
21,532
-24,372
-53% -$382K 0.08% 226
2022
Q2 		$666K Sell
45,904
-18,504
-29% -$296K 0.14% 155
2022
Q1 		$1.21M Sell
64,408
-4,424
-6% -$80.7K 0.22% 101
2021
Q4 		$1.41M Sell
68,832
-8,504
-11% -$170K 0.25% 90
2021
Q3 		$1.53M Buy
77,336
+29,384
+61% +$560K 0.28% 83
2021
Q2 		$905K Buy
47,952
+688
+1% +$11.9K 0.22% 99
2021
Q1 		$831K Buy
+47,264
New +$769K 0.21% 103

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Intrua Financial's SCHG Position: Q2 2026 in Review

Intrua Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 218% in Q2 2026, buying an estimated $514K and bringing the position to 22,619 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #207.

Intrua Financial first reported a position in SCHG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Intrua Financial held 22,619 shares of Schwab US Large-Cap Growth ETF worth $765K as of Q2 2026.
  • Intrua Financial bought 15,498 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $514K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #207 holding.
  • Intrua Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's Schwab US Large-Cap Growth ETF position peaked at $1.79M in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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