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 7,088 shares of SCHG stock, worth $201,866. This represents 0.44% of its overall portfolio holdings.

Number of Shares

7,088

Previous 6,509 8.9%

Holding current value

$201,866

Previous $656,000 12.5%

% of portfolio

0.44%

Previous 0.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,315

Shares Held

182M

Call Options Held

140K

Put Options Held

91.5K

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