IF
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Intrua Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Intrua Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Buy
11,047
+1,369
+14% +$39.1K 0.03% 377
2026
Q1 		$248K Buy
9,678
+809
+9% +$21.7K 0.03% 404
2025
Q4 		$239K Sell
8,869
-2,834
-24% -$75.7K 0.03% 417
2025
Q3 		$308K Buy
11,703
+2,700
+30% +$68.6K 0.03% 348
2025
Q2 		$220K Sell
9,003
-1,236
-12% -$27.9K 0.03% 347
2025
Q1 		$226K Sell
10,239
-829
-7% -$19.3K 0.03% 339
2024
Q4 		$257K Sell
11,068
-341
-3% -$7.95K 0.04% 303
2024
Q3 		$258K Sell
11,409
-36
-0.3% -$784 0.04% 323
2024
Q2 		$245K Sell
11,445
-345
-3% -$7.13K 0.04% 337
2024
Q1 		$244K Buy
+11,790
New +$232K 0.04% 364
2023
Q4 		– Sell
-12,558
Closed -$212K – 413
2023
Q3 		$212K Sell
12,558
-1,260
-9% -$22.1K 0.04% 332
2023
Q2 		$241K Hold
13,818
– – 0.04% 310
2023
Q1 		$224K Hold
13,818
– – 0.05% 305
2022
Q4 		$212K Sell
13,818
-6,825
-33% -$103K 0.05% 316
2022
Q3 		$291K Sell
20,643
-4,908
-19% -$77K 0.08% 232
2022
Q2 		$380K Hold
25,551
– – 0.08% 253
2022
Q1 		$459K Sell
25,551
-153
-0.6% -$2.71K 0.08% 242
2021
Q4 		$488K Buy
25,704
+450
+2% +$8.31K 0.09% 220
2021
Q3 		$463K Buy
25,254
+3,864
+18% +$68.9K 0.09% 225
2021
Q2 		$384K Sell
21,390
-1,200
-5% -$20.2K 0.09% 195
2021
Q1 		$382K Buy
+22,590
New +$354K 0.1% 195

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Intrua Financial's SCHX Position: Q2 2026 in Review

Intrua Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q2 2026, buying an estimated $39.1K and bringing the position to 11,047 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #377.

Intrua Financial first reported a position in SCHX in Q1 2021 and has held it in 21 quarters since. The position peaked at $488K in Q4 2021. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Intrua Financial held 11,047 shares of Schwab US Large- Cap ETF worth $325K as of Q2 2026.
  • Intrua Financial bought 1,369 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $39.1K.
  • Schwab US Large- Cap ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #377 holding.
  • Intrua Financial first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's Schwab US Large- Cap ETF position peaked at $488K in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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