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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Intrua Financial's SCHG Position: Q1 2026 in Review

Intrua Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q1 2026, buying an estimated $155 and bringing the position to 7,121 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #438.

Intrua Financial first reported a position in SCHG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Intrua Financial held 7,121 shares of Schwab US Large-Cap Growth ETF worth $207K as of Q1 2026.
  • Intrua Financial bought 5 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $155.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Intrua Financial's portfolio in Q1 2026, its #438 holding.
  • Intrua Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Intrua Financial's Schwab US Large-Cap Growth ETF position peaked at $1.79M in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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