Schwab U S Large Cap Growth ETF shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Resurgent Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $656k | 6.5k | 100.84 |
2024-03-31 | $808k | 8.7k | 92.72 |
2023-12-31 | $676k | 8.2k | 82.96 |
2023-09-30 | $550k | 7.6k | 72.72 |
2023-06-30 | $143k | 1.9k | 74.95 |
2023-03-31 | $124k | 1.9k | 65.15 |
2022-12-31 | $106k | 1.9k | 55.56 |
2022-03-31 | $314k | 4.2k | 74.76 |
2021-12-31 | $364k | 2.2k | 163.96 |
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