Resurgent Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Resurgent Financial Advisors LLC

  • $194 Million
  • Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 14,366 shares of SCHV stock, worth $1.06 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
14,366
Previous 8,771 63.79%
Holding current value
$1.06 Million
Previous $614,000 77.69%
% of portfolio
0.56%
Previous 0.37%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$68.82 - $75.98 $385,047 - $425,108
5,595 Added 63.79%
14,366 $1.09 Million
Q4 2023

Feb 09, 2024
SELL
$61.16 - $70.24 $219,442 - $252,021
-3,588 Reduced 29.03%
8,771 $614,000
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $65,867 - $70,916
1,022 Added 9.01%
12,359 $796,000
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $82,075 - $87,104
-1,296 Reduced 10.26%
11,337 $760,000
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $24,597 - $27,234
-393 Reduced 3.02%
12,633 $828,000
Q4 2022

Feb 14, 2023
BUY
$64.27 - $69.24 $16,710 - $18,002
260 Added 2.04%
13,026 $859,000
Q3 2022

Nov 14, 2022
SELL
N/A
-1,295 Reduced 9.21%
12,766 $747,000
Q2 2022

Aug 15, 2022
SELL
N/A
-233 Reduced 1.63%
14,061 $878,000
Q1 2022

May 16, 2022
BUY
N/A
5,481 Added 62.19%
14,294 $1.02 Million
Q4 2021

May 16, 2022
BUY
N/A
8,813 New
8,813 $645,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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