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

Resurgent Financial Advisors LLC

$170 Million
Q3 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 7,930 shares of SCHX stock, worth $185,562. This represents 0.32% of its overall portfolio holdings.

Number of Shares

7,930

Previous 7,996 0.83%

Holding current value

$185,562

Previous $513,000 4.87%

% of portfolio

0.32%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $4,033 - $4,478	-66 Reduced 0.83%	7,930 $538,000
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $7,748 - $8,550	-132 Reduced 1.62%	7,996 $513,000
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $7,314 - $8,194	132 Added 1.65%	8,128 $504,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $3,211 - $3,660	76 Added 0.96%	7,996 $361,000
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $1,948 - $2,346	46 Added 0.58%	7,920 $335,000
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $1,387 - $1,744	32 Added 0.41%	7,874 $352,000
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $193,782 - $224,154	3,914 Added 99.64%	7,842 $422,000
Q4 2021 May 16, 2022	BUY	$51.9 - $57.29 $203,863 - $225,035	3,928 New	3,928 $447,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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