IF
SCHV

Intrua Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Intrua Financial’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,012
Closed -$371K – 406
2024
Q2 		$371K Hold
15,012
– – 0.06% 276
2024
Q1 		$380K Buy
15,012
+57
+0.4% +$1.37K 0.05% 285
2023
Q4 		$349K Buy
14,955
+75
+0.5% +$1.64K 0.05% 287
2023
Q3 		$320K Buy
14,880
+69
+0.5% +$1.55K 0.05% 259
2023
Q2 		$331K Sell
14,811
-552
-4% -$12.1K 0.06% 260
2023
Q1 		$331K Buy
15,363
+684
+5% +$15.2K 0.07% 239
2022
Q4 		$325K Sell
14,679
-405
-3% -$8.77K 0.08% 244
2022
Q3 		$294K Buy
15,084
+162
+1% +$3.49K 0.08% 230
2022
Q2 		$310K Buy
14,922
+51
+0.3% +$1.15K 0.07% 277
2022
Q1 		$354K Sell
14,871
-9,330
-39% -$221K 0.06% 275
2021
Q4 		$591K Buy
24,201
+6,048
+33% +$143K 0.1% 195
2021
Q3 		$427K Buy
18,153
+2,724
+18% +$63K 0.08% 238
2021
Q2 		$364K Buy
+15,429
New +$350K 0.09% 204

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Intrua Financial's SCHV Position: Q3 2024 in Review

Intrua Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 15,012 shares — an estimated $371K sold.

Intrua Financial first reported a position in SCHV in Q2 2021 and held it in 13 quarters. The position peaked at $591K in Q4 2021. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Intrua Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 15,012 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $371K.
  • Intrua Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 13 quarters.
  • Intrua Financial's Schwab US Large-Cap Value ETF position peaked at $591K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.