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

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

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 5,498 shares of SCHV stock, worth $148,995. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,498

Previous 5,475 0.42%

Holding current value

$148,995

Previous $405,000 8.89%

% of portfolio

0.26%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $1,688 - $1,848	23 Added 0.42%	5,498 $441,000
Q2 2024 Aug 14, 2024	SELL	$71.74 - $75.86 $637,840 - $674,471	-8,891 Reduced 61.89%	5,475 $405,000
Q1 2024 May 10, 2024	BUY	$68.82 - $75.98 $385,047 - $425,108	5,595 Added 63.79%	14,366 $1.09 Million
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $219,442 - $252,021	-3,588 Reduced 29.03%	8,771 $614,000
Q3 2023 Nov 13, 2023	BUY	$64.45 - $69.39 $65,867 - $70,916	1,022 Added 9.01%	12,359 $796,000
Q2 2023 Aug 14, 2023	SELL	$63.33 - $67.21 $82,075 - $87,104	-1,296 Reduced 10.26%	11,337 $760,000
Q1 2023 May 15, 2023	SELL	$62.59 - $69.3 $24,597 - $27,234	-393 Reduced 3.02%	12,633 $828,000
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $15,373 - $18,002	260 Added 2.04%	13,026 $859,000
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $75,770 - $89,380	-1,295 Reduced 9.21%	12,766 $747,000
Q2 2022 Aug 15, 2022	SELL	$60.93 - $72.3 $14,196 - $16,845	-233 Reduced 1.63%	14,061 $878,000
Q1 2022 May 16, 2022	BUY	$67.71 - $74.19 $371,118 - $406,635	5,481 Added 62.19%	14,294 $1.02 Million
Q4 2021 May 16, 2022	BUY	$67.9 - $73.3 $598,402 - $645,992	8,813 New	8,813 $645,000

Others Institutions Holding SCHV

# of Institutions

855

Shares Held

199M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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