Intrua Financial, LLC SCHB Holdings History
Intrua Financial, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Intrua Financial, LLC held 155,159.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.34 Mil. This investment constitutes 0.49% of their stock portfolio, and Intrua Financial, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Intrua Financial, LLC has made 2 purchases of SCHB, at an average price of $17.36, for a total of 835,563.00 shares. In addition, there have been 4 sales at an average price of $21.62 for 680,404.00 shares. Based on historical transaction data and SCHB's current price of $24.07, Intrua Financial, LLC's estimated gain on his SCHB holdings is $3.94 Mil, reflecting a 27.15% gain to date.
Intrua Financial, LLC SCHB ($24.07) Holding Chart
Intrua Financial, LLC SCHB ($24.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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