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Resonant Capital Advisors, LLC: SCHR position timeline

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

Resonant Capital Advisors, LLC held 2,700,741 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,700,741 shares
    Change vs previous 13F -301,024 shares

    3.18% of the 13F portfolio, value $66,600,272.

    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).

  2. period ended2026-03-31
    13F 3,001,765 shares
    Change vs previous 13F +134,150 shares

    3.93% of the 13F portfolio, value $74,773,959.

    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).

  3. period ended2025-12-31
    13F 2,867,615 shares
    Change vs previous 13F +218,686 shares

    3.95% of the 13F portfolio, value $71,919,785.

    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).

  4. period ended2025-09-30
    13F 2,648,929 shares
    Change vs previous 13F +306,267 shares

    3.88% of the 13F portfolio, value $66,567,589.

    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).

  5. period ended2025-06-30
    13F 2,342,662 shares
    Change vs previous 13F +161,535 shares

    3.74% of the 13F portfolio, value $58,636,837.

    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).

  6. period ended2025-03-31
    13F 2,181,127 shares
    Change vs previous 13F +164,189 shares

    3.78% of the 13F portfolio, value $54,222,825.

    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).

  7. period ended2024-12-31
    13F 2,016,938 shares
    Change vs previous 13F +1,148,251 shares

    3.58% of the 13F portfolio, value $48,991,436.

    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).

  8. period ended2024-09-30
    13F 868,687 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $43,955,584.

    13F-HR 0001803236-24-000005 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).