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Charles Schwab Corporation shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $62k 898 68.80
2023-09-30 $114k 2.1k 54.90
2023-06-30 $119k 2.1k 56.68
2023-03-31 $118k 2.2k 52.38
2022-12-31 $89k 1.1k 83.26