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Resonant Capital Advisors, LLC: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Resonant Capital Advisors, LLC on SCHP, newest first. How the timeline and the estimate are built.

Resonant Capital Advisors, LLC held 952,750 SCHP shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 952,750 shares
    Change vs previous 13F +851,202 shares

    1.15% of the 13F portfolio, value $23,942,612.

    13F-HR 0002085853-26-001196 filed by Resonant Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,548 shares
    Change vs previous 13F -2,979 shares

    0.13% of the 13F portfolio, value $2,691,022.

    13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 104,527 shares
    Change vs previous 13F -5,234 shares

    0.15% of the 13F portfolio, value $2,781,463.

    13F-HR 0002085853-26-000527 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 109,761 shares
    Change vs previous 13F -40,637 shares

    0.16% of the 13F portfolio, value $2,907,565.

    13F-HR 0002085853-26-000137 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 150,398 shares
    Change vs previous 13F -347,693 shares

    0.24% of the 13F portfolio, value $4,053,221.

    13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 498,091 shares
    Change vs previous 13F +43,645 shares

    0.85% of the 13F portfolio, value $13,289,056.

    13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 454,446 shares
    Change vs previous 13F +38,355 shares

    0.85% of the 13F portfolio, value $12,220,055.

    13F-HR 0001667731-25-000543 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 416,091 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $10,747,642.

    13F-HR 0001667731-25-000129 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).