Schwab Strategic Tr cmn shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $406k | 5.5k | 74.08 |
| 2024-03-31 | $1.1M | 14k | 75.98 |
| 2023-12-31 | $615k | 8.8k | 70.10 |
| 2023-09-30 | $797k | 12k | 64.46 |
| 2023-06-30 | $761k | 11k | 67.09 |
| 2023-03-31 | $829k | 13k | 65.58 |
| 2022-12-31 | $860k | 13k | 66.02 |
| 2022-09-30 | $747k | 13k | 58.51 |
| 2022-06-30 | $878k | 14k | 62.44 |
| 2022-03-31 | $1.0M | 14k | 71.36 |
| 2021-12-31 | $645k | 8.8k | 73.19 |
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