Resurgent Financial Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Resurgent Financial Advisors LLC
- $174 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
245Shares Held
49.3MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$190 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$167 Million0.05% of portfolio
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Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
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Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.48MShares$56.4 Million0.02% of portfolio