Intrua Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Intrua Financial, LLC

$585 Million
Q2 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 4,290 shares of SCHM stock, worth $119,862. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,290

Previous 4,440 3.38%

Holding current value

$119,862

Previous $301,000 1.0%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Feb 13, 2025	SELL	$65.29 - $71.03 $9,793 - $10,654	-150 Reduced 3.38%	4,290 $304,000
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

# of Institutions

1,009

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Intrua Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History