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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Resurgent Financial Advisors's SCHX Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2026, buying an estimated $86.8K and bringing the position to 27,027 shares worth $693K. The position accounts for 0.25% of the portfolio, ranked #99.

Resurgent Financial Advisors first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Resurgent Financial Advisors held 27,027 shares of Schwab US Large- Cap ETF worth $693K as of Q1 2026.
Resurgent Financial Advisors bought 3,237 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $86.8K.
Schwab US Large- Cap ETF made up 0.25% of Resurgent Financial Advisors's portfolio in Q1 2026, its #99 holding.
Resurgent Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.