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Charles Schwab Corporation shares owned by Resonant Capital Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Resonant Capital Advisors from 13F filings

Historical chart of Resonant Capital Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 32k 68.80
2023-09-30 $1.8M 33k 54.90
2023-06-30 $1.8M 33k 56.68
2023-03-31 $1.7M 32k 52.38

More positions owned by Resonant Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Resonant Capital Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation