Intrua Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Intrua Financial, LLC

$613 Million
Q1 2025

A detailed history of Intrua Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Intrua Financial, LLC holds 155,159 shares of SCHB stock, worth $3.53 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

155,159

Previous 494,729 68.64%

Holding current value

$3.53 Million

Previous $11.2 Million 70.26%

% of portfolio

0.54%

Previous 1.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	SELL	$21.23 - $23.75 $7.21 Million - $8.06 Million	-339,570 Reduced 68.64%	155,159 $3.34 Million
Q4 2024 May 28, 2025	BUY	$22.01 - $66.82 $7.11 Million - $21.6 Million	322,808 Added 187.77%	494,729 $11.2 Million
Q3 2024 May 28, 2025	SELL	$59.93 - $66.52 $496,939 - $551,583	-8,292 Reduced 4.6%	171,921 $11.4 Million
Q2 2024 May 28, 2025	SELL	$57.57 - $63.3 $5.66 Million - $6.22 Million	-98,308 Reduced 35.3%	180,213 $11.3 Million
Q1 2024 May 28, 2025	BUY	$54.61 - $61.05 $678,310 - $758,302	12,421 Added 4.67%	278,521 $17 Million
Q4 2023 May 28, 2025	BUY	$47.61 - $55.91 $12.7 Million - $14.9 Million	266,100 New	266,100 $14.8 Million

Others Institutions Holding SCHB

# of Institutions

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Intrua Financial, LLC Schwab Strategic Tr Us Broad M Transaction History