Intrua Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Intrua Financial, LLC

$613 Million
Q1 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 May 28, 2025	SELL	$73.43 - $80.37 $367,443 - $402,171	-5,004 Closed	0 $0
Q1 2024 May 28, 2025	BUY	$68.82 - $75.98 $1,307 - $1,443	19 Added 0.38%	5,004 $380,000
Q4 2023 May 28, 2025	BUY	$61.16 - $70.24 $1,529 - $1,755	25 Added 0.5%	4,985 $349,000
Q3 2023 May 28, 2025	BUY	$64.45 - $69.39 $1,482 - $1,595	23 Added 0.47%	4,960 $319,000
Q2 2023 Feb 13, 2025	SELL	$63.33 - $67.21 $11,652 - $12,366	-184 Reduced 3.59%	4,937 $331,000
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $14,270 - $15,800	228 Added 4.66%	5,121 $335,000
Q4 2022 Jan 20, 2023	SELL	$59.13 - $69.24 $7,982 - $9,347	-135 Reduced 2.68%	4,893 $0
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $3,159 - $3,727	54 Added 1.09%	5,028 $294,000
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $1,035 - $1,229	17 Added 0.34%	4,974 $310,000
Q1 2022 May 11, 2022	SELL	$67.71 - $74.19 $210,578 - $230,730	-3,110 Reduced 38.55%	4,957 $354,000
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $136,886 - $147,772	2,016 Added 33.32%	8,067 $591,000
Q3 2021 Oct 28, 2021	BUY	$66.91 - $71.05 $60,754 - $64,513	908 Added 17.66%	6,051 $427,000
Q2 2021 Aug 12, 2021	BUY	$65.81 - $69.75 $338,460 - $358,724	5,143 New	5,143 $364,000

Others Institutions Holding SCHV

# of Institutions

938

Shares Held

336M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

53.3M
Shares

$1.5 Billion
3.04% of portfolio
Sei Investments CO Oaks, PA

40.6M
Shares

$1.14 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$929 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$464 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.6M
Shares

$325 Million
0.73% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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