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Schwab U S Small Cap ETF shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $42k 895 47.25
2023-09-30 $60k 1.4k 41.43
2023-06-30 $65k 1.5k 43.79
2023-03-31 $63k 1.5k 41.93
2022-12-31 $61k 1.5k 40.50