Schwab Strategic Tr us aggregate b shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $752k | 32k | 23.47 |
| 2025-06-30 | $713k | 31k | 23.24 |
| 2025-03-31 | $776k | 34k | 23.16 |
| 2024-12-31 | $728k | 32k | 22.70 |
| 2024-09-30 | $426k | 9.0k | 47.52 |
| 2024-06-30 | $226k | 5.0k | 45.58 |
| 2023-12-31 | $140k | 3.0k | 46.62 |
| 2023-09-30 | $81k | 1.8k | 44.23 |
| 2023-06-30 | $22k | 479 | 46.16 |
More positions owned by Resurgent Financial Advisors
Home Depot (HD)
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b