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Disclosery

Intrua Financial, LLC: SCHD position timeline

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

Intrua Financial, LLC held 247,303 SCHD 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 247,303 shares
    Change vs previous 13F -4,986 shares

    0.74% of the 13F portfolio, value $7,842,004.

    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 252,289 shares
    Change vs previous 13F +3,771 shares

    0.83% of the 13F portfolio, value $7,740,234.

    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 248,518 shares
    Change vs previous 13F +63,516 shares

    0.75% of the 13F portfolio, value $6,816,848.

    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 185,002 shares
    Change vs previous 13F +34,535 shares

    0.59% of the 13F portfolio, value $5,050,556.

    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 150,467 shares
    Change vs previous 13F -483 shares

    0.57% of the 13F portfolio, value $3,987,386.

    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 150,950 shares
    Change vs previous 13F -10,957 shares

    0.66% of the 13F portfolio, value $4,220,557.

    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 161,907 shares
    Change vs previous 13F +107,427 shares

    0.72% of the 13F portfolio, value $4,423,293.

    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 54,480 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,605,211.

    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).