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

Resurgent Financial Advisors LLC

$168 Million
Q4 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 14,353 shares of SCHM stock, worth $375,618. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,353

Previous 4,826 197.41%

Holding current value

$375,618

Previous $400,000 0.75%

% of portfolio

0.24%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $262,373 - $791,122	9,527 Added 197.41%	14,353 $397,000
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $13,056 - $14,390	173 Added 3.72%	4,826 $400,000
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $215,943 - $231,635	-2,853 Reduced 38.01%	4,653 $362,000
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	$61.05 - $69.94 $39,438 - $45,181	646 Added 16.78%	4,495 $294,000
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $60 - $72	1 Added 0.03%	3,849 $233,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $40,261 - $50,500	661 Added 20.74%	3,848 $241,000
Q1 2022 May 16, 2022	BUY	$70.66 - $80.89 $28,334 - $32,436	401 Added 14.39%	3,187 $242,000
Q4 2021 May 16, 2022	BUY	$76.01 - $83.39 $211,763 - $232,324	2,786 New	2,786 $224,000

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

273M

Call Options Held

15K

Put Options Held

1.1K

View Full List

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