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 $193,998. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,088
Previous 6,509 8.9%
Holding current value
$193,998
Previous $656,000 12.5%
% of portfolio
0.44%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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