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

Intrua Financial, LLC

$829 Million
Q3 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

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrua Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrua Financial, LLC with notifications on news.