A detailed history of Intrua Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Intrua Financial, LLC holds 4,440 shares of SCHM stock, worth $366,344. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,440
Previous 4,628 4.06%
Holding current value
$366,344
Previous $303,000 0.66%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

SELL
$64.24 - $73.9 $12,077 - $13,893
-188 Reduced 4.06%
4,440 $301,000
Q4 2022

Jan 20, 2023

SELL
$61.05 - $69.94 $8,852 - $10,141
-145 Reduced 3.04%
4,628 $0
Q1 2022

May 11, 2022

SELL
$70.66 - $80.89 $14,132 - $16,178
-200 Reduced 4.02%
4,773 $362,000
Q4 2021

Feb 14, 2022

BUY
$76.01 - $83.39 $5,700 - $6,254
75 Added 1.53%
4,973 $400,000
Q2 2021

Aug 12, 2021

SELL
$74.64 - $79.12 $25,302 - $26,821
-339 Reduced 6.47%
4,898 $389,000
Q1 2021

Apr 30, 2021

BUY
$67.07 - $76.85 $351,245 - $402,463
5,237 New
5,237 $413,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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