SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Resurgent Financial Advisors LLC's Holding History (CIK: 0001912339)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,154 Value ($000) $456 Avg Close — Range —
Q3 2025
Shares 16,412 Value ($000) $486 Avg Close — Range —
Q2 2025
Shares 19,584 Value ($000) $549 Avg Close — Range —
Q1 2025
Shares 16,897 Value ($000) $443 Avg Close — Range —
Q4 2024
Shares 14,353 Value ($000) $398 Avg Close — Range —
Q3 2024
Shares 4,826 Value ($000) $401 Avg Close — Range —
Q2 2024
Shares 4,653 Value ($000) $362 Avg Close — Range —
Q1 2024
Shares 7,506 Value ($000) $611 Avg Close — Range —
Q4 2023
Shares 3,750 Value ($000) $282 Avg Close — Range —
Q3 2023
Shares 3,928 Value ($000) $266 Avg Close — Range —
Q2 2023
Shares 3,997 Value ($000) $284 Avg Close — Range —
Q1 2023
Shares 4,196 Value ($000) $285 Avg Close — Range —
Q4 2022
Shares 4,495 Value ($000) $295 Avg Close — Range —
Q3 2022
Shares 3,849 Value ($000) $233 Avg Close — Range —
Q2 2022
Shares 3,848 Value ($000) $241 Avg Close — Range —
Q1 2022
Shares 3,187 Value ($000) $242 Avg Close — Range —
Q4 2021
Shares 2,786 Value ($000) $224 Avg Close — Range —