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Resonant Capital Advisors, LLC: SCHW position timeline

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

Resonant Capital Advisors, LLC held 34,898 SCHW 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 34,898 shares
    Change vs previous 13F +232 shares

    0.16% of the 13F portfolio, value $3,410,931.

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

  2. period ended2026-06-30
    13F 34,666 shares
    Change vs previous 13F -1,025 shares

    0.15% of the 13F portfolio, value $3,198,632.

    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 35,691 shares
    Change vs previous 13F +1,233 shares

    0.18% of the 13F portfolio, value $3,354,240.

    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 34,458 shares
    Change vs previous 13F +629 shares

    0.19% of the 13F portfolio, value $3,442,699.

    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 33,829 shares
    Change vs previous 13F -1,390 shares

    0.19% of the 13F portfolio, value $3,229,655.

    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 35,219 shares
    Change vs previous 13F +2,741 shares

    0.21% of the 13F portfolio, value $3,213,382.

    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 32,478 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $2,542,378.

    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 32,471 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,403,179.

    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).