Schwab Strategic Tr shares owned by Resonant Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Resonant Capital Advisors
from 13F filings
Historical chart of Resonant Capital Advisors investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Resonant Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $213k | 8.3k | 25.48 |
| 2025-12-31 | $215k | 8.3k | 25.76 |
| 2025-09-30 | $214k | 8.3k | 25.61 |
| 2025-06-30 | $1.0M | 41k | 25.18 |
| 2025-03-31 | $919k | 36k | 25.37 |
| 2024-12-31 | $840k | 33k | 25.68 |