Intrua Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Intrua Financial’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,455	Closed	-$207K	–	388
2024 Q3	$207K	Buy	+7,455	New	+$198K	0.03%	362
2024 Q2	–	Sell	-7,755	Closed	-$211K	–	426
2024 Q1	$211K	Sell	7,755 -1,980	-20%	-$50.5K	0.03%	392
2023 Q4	$244K	Sell	9,735 -1,635	-14%	-$37.5K	0.04%	355
2023 Q3	$257K	Sell	11,370 -1,500	-12%	-$35.5K	0.04%	294
2023 Q2	$305K	Sell	12,870 -450	-3%	-$10.1K	0.05%	276
2023 Q1	$294K	Sell	13,320 -564	-4%	-$13K	0.06%	258
2022 Q4	$315K	Sell	13,884 -435	-3%	-$9.53K	0.07%	247
2022 Q3	$289K	Hold	14,319	–	–	0.08%	234
2022 Q2	$299K	Hold	14,319	–	–	0.06%	283
2022 Q1	$362K	Sell	14,319 -600	-4%	-$15K	0.06%	273
2021 Q4	$400K	Buy	14,919 +225	+2%	+$6K	0.07%	252
2021 Q3	$391K	Hold	14,694	–	–	0.07%	251
2021 Q2	$389K	Sell	14,694 -1,017	-6%	-$26.3K	0.09%	193
2021 Q1	$413K	Buy	+15,711	New	+$381K	0.1%	182

Other funds holding SCHM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Intrua Financial's SCHM Position: Q4 2024 in Review

Intrua Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 7,455 shares — an estimated $207K sold.

Intrua Financial first reported a position in SCHM in Q1 2021 and held it in 14 quarters. The position peaked at $413K in Q1 2021. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

Intrua Financial reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Intrua Financial sold 7,455 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $207K.
Intrua Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 14 quarters.
Intrua Financial's Schwab US Mid-Cap ETF position peaked at $413K in Q1 2021.
930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.