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Disclosery

Intrua Financial, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrua Financial, LLC on SCHB, newest first. How the timeline and the estimate are built.

Intrua Financial, LLC held 127,412 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,412 shares
    Change vs previous 13F +2,067 shares

    0.35% of the 13F portfolio, value $3,689,852.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 125,345 shares
    Change vs previous 13F -197 shares

    0.34% of the 13F portfolio, value $3,146,159.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,542 shares
    Change vs previous 13F -2,857 shares

    0.36% of the 13F portfolio, value $3,292,967.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,399 shares
    Change vs previous 13F -3,042 shares

    0.39% of the 13F portfolio, value $3,301,138.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 131,441 shares
    Change vs previous 13F -23,718 shares

    0.45% of the 13F portfolio, value $3,132,239.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 155,159 shares
    Change vs previous 13F -339,570 shares

    0.52% of the 13F portfolio, value $3,340,573.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 494,729 shares
    Change vs previous 13F +322,808 shares

    1.82% of the 13F portfolio, value $11,230,343.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 171,921 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $11,436,186.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).