RCA
SCHW

Resonant Capital Advisors’s Charles Schwab SCHW Stock Holding History

Resonant Capital Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Sell
34,666
-1,025
-3% -$93.5K 0.15% 101
2026
Q1 		$3.35M Buy
35,691
+1,233
+4% +$121K 0.18% 90
2025
Q4 		$3.44M Buy
34,458
+629
+2% +$59.7K 0.19% 89
2025
Q3 		$3.23M Sell
33,829
-1,390
-4% -$132K 0.19% 92
2025
Q2 		$3.21M Buy
35,219
+2,741
+8% +$230K 0.21% 88
2025
Q1 		$2.54M Buy
32,478
+7
+0% +$549 0.18% 95
2024
Q4 		$2.4M Buy
32,471
+580
+2% +$43.4K 0.18% 97
2024
Q3 		$2.07M Sell
31,891
-1,028
-3% -$67.5K 0.15% 105
2024
Q2 		$2.43M Buy
32,919
+677
+2% +$50K 0.2% 91
2024
Q1 		$2.33M Buy
32,242
+583
+2% +$38.4K 0.2% 95
2023
Q4 		$2.18M Sell
31,659
-914
-3% -$52.8K 0.21% 93
2023
Q3 		$1.79M Buy
32,573
+94
+0.3% +$5.68K 0.19% 99
2023
Q2 		$1.84M Buy
32,479
+752
+2% +$39.4K 0.2% 97
2023
Q1 		$1.66M Buy
+31,727
New +$2.32M 0.19% 103

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Resonant Capital Advisors's SCHW Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Charles Schwab (SCHW) stake by 2.9% in Q2 2026, selling an estimated $93.5K and leaving 34,666 shares worth $3.2M. The position accounts for 0.15% of the portfolio, ranked #101.

Resonant Capital Advisors first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.44M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Resonant Capital Advisors held 34,666 shares of Charles Schwab worth $3.2M as of Q2 2026.
  • Resonant Capital Advisors sold 1,025 Charles Schwab shares in Q2 2026, an estimated $93.5K.
  • Charles Schwab made up 0.15% of Resonant Capital Advisors's portfolio in Q2 2026, its #101 holding.
  • Resonant Capital Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
  • Resonant Capital Advisors's Charles Schwab position peaked at $3.44M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.