Intrua Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Intrua Financial, LLC
- $502 Million
- Q1 2023
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 $128,493. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,440
Previous 4,628
4.06%
Holding current value
$128,493
Previous $303,000
0.66%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio