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
2026 Q2	$204K	Buy	+5,546	New	+$191K	0.02%	474
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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Intrua Financial's SCHM Position: Q2 2026 in Review

Intrua Financial opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,546 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #474 among its holdings. This is a return to the name: Intrua Financial previously reported a position in SCHM as recently as Q3 2024.

Intrua Financial first reported a position in SCHM in Q1 2021 and has held it in 15 quarters since. The position peaked at $413K in Q1 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Intrua Financial held 5,546 shares of Schwab US Mid-Cap ETF worth $204K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Intrua Financial position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #474 holding.
Intrua Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 15 quarters since.
Intrua Financial's Schwab US Mid-Cap ETF position peaked at $413K in Q1 2021.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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