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
Download as csvQuarterly reported holdings in Schwab Strategic Tr by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $510k | 16k | 31.66 |
| 2025-12-31 | $476k | 16k | 29.82 |
| 2025-09-30 | $319k | 11k | 27.94 |
| 2025-06-30 | $265k | 9.7k | 27.35 |
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