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Schwab Strategic Tr sht tm us tres shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 Strategic Tr sht tm us tres by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $357k 7.4k 48.45
2023-09-30 $398k 8.3k 47.89
2023-06-30 $453k 9.4k 48.06
2023-03-31 $498k 10k 48.79
2022-12-31 $1.0M 21k 48.24
2022-09-30 $2.0M 42k 48.27
2022-06-30 $3.0M 61k 49.19
2022-03-31 $2.8M 57k 49.55
2021-12-31 $3.3M 64k 50.85