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

Resurgent Financial Advisors LLC

$194 Million
Q1 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 7,506 shares of SCHM stock, worth $581,715. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,506

Previous 3,750 100.16%

Holding current value

$581,715

Previous $282,000 116.67%

% of portfolio

0.31%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$64.3 - $69.94 $41,537 - $45,181	646 Added 16.78%	4,495 $294,000
Q3 2022 Nov 14, 2022	BUY	N/A	1 Added 0.03%	3,849 $233,000
Q2 2022 Aug 15, 2022	BUY	N/A	661 Added 20.74%	3,848 $241,000
Q1 2022 May 16, 2022	BUY	N/A	401 Added 14.39%	3,187 $242,000
Q4 2021 May 16, 2022	BUY	N/A	2,786 New	2,786 $224,000

Others Institutions Holding SCHM

# of Institutions

903

Shares Held

96M

Call Options Held

Put Options Held

600

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About SCHWAB STRATEGIC U.S. MID-CAP

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