Resurgent Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Resurgent Financial Advisors LLC
- $174 Million
- Q2 2025
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 19,584 shares of SCHM stock, worth $576,944. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,584
Previous 16,897
15.9%
Holding current value
$576,944
Previous $442,000
24.21%
% of portfolio
0.32%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
1,038Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio