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Schwab Strategic Tr shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 11k 27.94
2025-06-30 $265k 9.7k 27.35

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View all positions for Resurgent Financial Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
Modern Wealth Management
LeConte Wealth Management
Robertson Stephens Wealth Management
Sequoia Financial Advisors
LongView Wealth Management
OMC Financial Services
Fiduciary Alliance

View all funds holding Schwab Strategic Tr