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Resurgent Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Resurgent Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
38,725
+11,698
+43% +$334K 0.32% 68
2026
Q1 		$693K Buy
27,027
+3,237
+14% +$86.8K 0.25% 99
2025
Q4 		$640K Hold
23,790
– – 0.32% 91
2025
Q3 		$627K Hold
23,790
– – 0.31% 95
2025
Q2 		$581K Hold
23,790
– – 0.32% 92
2025
Q1 		$525K Hold
23,790
– – 0.32% 89
2024
Q4 		$551K Hold
23,790
– – 0.32% 91
2024
Q3 		$538K Sell
23,790
-198
-0.8% -$4.31K 0.31% 89
2024
Q2 		$514K Sell
23,988
-396
-2% -$8.18K 0.32% 98
2024
Q1 		$504K Buy
24,384
+396
+2% +$7.8K 0.27% 105
2023
Q4 		$451K Hold
23,988
– – 0.28% 96
2023
Q3 		$405K Hold
23,988
– – 0.28% 91
2023
Q2 		$419K Hold
23,988
– – 0.28% 83
2023
Q1 		$387K Hold
23,988
– – 0.26% 90
2022
Q4 		$361K Buy
23,988
+228
+1% +$3.45K 0.19% 123
2022
Q3 		$335K Buy
23,760
+138
+0.6% +$2.17K 0.22% 124
2022
Q2 		$352K Buy
23,622
+96
+0.4% +$1.56K 0.23% 119
2022
Q1 		$422K Sell
23,526
-42
-0.2% -$744 0.26% 99
2021
Q4 		$447K Buy
+23,568
New +$435K 0.36% 75

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Resurgent Financial Advisors's SCHX Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 43% in Q2 2026, buying an estimated $334K and bringing the position to 38,725 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #68.

Resurgent Financial Advisors first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Resurgent Financial Advisors held 38,725 shares of Schwab US Large- Cap ETF worth $1.14M as of Q2 2026.
  • Resurgent Financial Advisors bought 11,698 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $334K.
  • Schwab US Large- Cap ETF made up 0.32% of Resurgent Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Resurgent Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.