Resurgent Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Resurgent Financial Advisors LLC

$189 Million
Q3 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 26,685 shares of SCHG stock, worth $860,858. This represents 0.45% of its overall portfolio holdings.

Number of Shares

26,685

Previous 21,520 24.0%

Holding current value

$860,858

Previous $628,000 35.51%

% of portfolio

0.45%

Previous 0.36%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$28.92 - $32.19 $149,371 - $166,261	5,165 Added 24.0%	26,685 $851,000
Q2 2025 Aug 11, 2025	SELL	$22.27 - $29.21 $185,509 - $243,319	-8,330 Reduced 27.91%	21,520 $628,000
Q1 2025 May 05, 2025	BUY	$24.91 - $29.02 $64,790 - $75,481	2,601 Added 9.55%	29,850 $747,000
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $522,774 - $2.12 Million	20,161 Added 284.44%	27,249 $759,000
Q3 2024 Nov 14, 2024	BUY	$92.63 - $105.69 $53,632 - $61,194	579 Added 8.9%	7,088 $738,000

Q2 2024 Aug 14, 2024	SELL	$87.04 - $101.61 $192,184 - $224,354	-2,208 Reduced 25.33%	6,509 $656,000
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $45,700 - $52,912	567 Added 6.96%	8,717 $808,000
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $40,786 - $48,521	582 Added 7.69%	8,150 $676,000
Q3 2023 Nov 13, 2023	BUY	$71.99 - $78.02 $407,823 - $441,983	5,665 Added 297.69%	7,568 $550,000
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $54 - $65	1 Added 0.05%	1,903 $124,000
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $103,297 - $115,565	1,902 New	1,902 $105,000
Q2 2022 Aug 15, 2022	SELL	$55.73 - $76.55 $234,066 - $321,510	-4,200 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $129,947 - $163,587	1,980 Added 89.19%	4,200 $314,000
Q4 2021 May 16, 2022	BUY	$73.11 - $83.4 $162,304 - $185,148	2,220 New	2,220 $364,000

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Resurgent Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History