Resurgent Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,826 shares of SCHM stock, worth $135,948. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,826
Previous 4,653 3.72%
Holding current value
$135,948
Previous $362,000 10.5%
% of portfolio
0.24%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $13,056 - $14,390
173 Added 3.72%
4,826 $400,000
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $215,943 - $231,635
-2,853 Reduced 38.01%
4,653 $362,000
Q1 2024

May 10, 2024
BUY
$72.89 - $81.43 $273,774 - $305,851
3,756 Added 100.16%
7,506 $611,000
Q4 2023

Feb 09, 2024
SELL
$63.01 - $75.95 $11,215 - $13,519
-178 Reduced 4.53%
3,750 $282,000
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $4,605 - $5,104
-69 Reduced 1.73%
3,928 $265,000
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $12,992 - $14,134
-199 Reduced 4.74%
3,997 $283,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $19,207 - $22,096
-299 Reduced 6.65%
4,196 $284,000
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $39,438 - $45,181
646 Added 16.78%
4,495 $294,000
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $60 - $72
1 Added 0.03%
3,849 $233,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $40,261 - $50,500
661 Added 20.74%
3,848 $241,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $28,334 - $32,436
401 Added 14.39%
3,187 $242,000
Q4 2021

May 16, 2022
BUY
$76.01 - $83.39 $211,763 - $232,324
2,786 New
2,786 $224,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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