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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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