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

Resurgent Financial Advisors LLC

$161 Million
Q1 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 16,897 shares of SCHM stock, worth $488,154. This represents 0.27% of its overall portfolio holdings.

Number of Shares

16,897

Previous 14,353 17.72%

Holding current value

$488,154

Previous $397,000 11.34%

% of portfolio

0.27%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$25.58 - $29.24 $65,075 - $74,386	2,544 Added 17.72%	16,897 $442,000
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

1,023

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Account

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