Resurgent Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Resurgent Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,790	Closed	-$42.3K	–	422
2023 Q4	$42.3K	Sell	1,790 -1,098	-38%	-$23.1K	0.03%	367
2023 Q3	$59.8K	Sell	2,888 -100	-3%	-$2.19K	0.04%	300
2023 Q2	$65.4K	Buy	2,988 +2	+0.1%	+$42	0.04%	290
2023 Q1	$62.6K	Hold	2,986	–	–	0.04%	298
2022 Q4	$60.5K	Buy	+2,986	New	+$61.2K	0.03%	392

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Resurgent Financial Advisors's SCHA Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 1,790 shares — an estimated $42.3K sold.

Resurgent Financial Advisors first reported a position in SCHA in Q4 2022 and held it in 5 quarters. The position peaked at $65.4K in Q2 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

Resurgent Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,790 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $42.3K.
Resurgent Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $65.4K in Q2 2023.
1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.