Resonant Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.23M | Sell |
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|
2025
Q2 | $3.21M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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