Resurgent Financial Advisors LLC Schwab Short Term Us Treasury Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 18,242 shares of SCHO stock, worth $441,821. This represents 0.26% of its overall portfolio holdings.

Number of Shares

18,242

Previous 7,287 150.34%

Holding current value

$441,821

Previous $356,000 23.03%

% of portfolio

0.26%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $263,577 - $535,480	10,955 Added 150.34%	18,242 $438,000
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $3,259 - $3,336	68 Added 0.94%	7,287 $356,000
Q2 2024 Aug 14, 2024	SELL	$47.75 - $48.13 $360,846 - $363,718	-7,557 Reduced 51.14%	7,219 $347,000
Q1 2024 May 10, 2024	BUY	$48.05 - $48.63 $356,050 - $360,348	7,410 Added 100.6%	14,776 $712,000
Q4 2023 Feb 09, 2024	SELL	$47.66 - $48.45 $45,419 - $46,172	-953 Reduced 11.46%	7,366 $356,000
Q3 2023 Nov 13, 2023	SELL	$47.78 - $48.2 $53,083 - $53,550	-1,111 Reduced 11.78%	8,319 $398,000
Q2 2023 Aug 14, 2023	SELL	$48.06 - $48.89 $37,246 - $37,889	-775 Reduced 7.59%	9,430 $453,000
Q1 2023 May 15, 2023	SELL	$47.8 - $49.0 $531,679 - $545,027	-11,123 Reduced 52.15%	10,205 $497,000
Q4 2022 Feb 14, 2023	SELL	$47.89 - $48.47 $990,748 - $1 Million	-20,688 Reduced 49.24%	21,328 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $908,542 - $931,562	-18,869 Reduced 30.99%	42,016 $2.03 Million
Q2 2022 Aug 15, 2022	BUY	$48.73 - $49.59 $168,898 - $171,878	3,466 Added 6.04%	60,885 $3 Million
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $341,689 - $351,013	-6,907 Reduced 10.74%	57,419 $2.85 Million
Q4 2021 May 16, 2022	BUY	$50.83 - $51.21 $3.27 Million - $3.29 Million	64,326 New	64,326 $3.27 Million

Others Institutions Holding SCHO

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

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 Short Term Us Treasury Transaction History