Resonant Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
35,219
+2,741
| +8% | +$250K | 0.21% | 88 |
|
|
2025
Q1 | $2.54M | Buy |
32,478
+7
| +0% | +$548 | 0.18% | 95 |
|
|
2024
Q4 | $2.4M | Buy |
32,471
+580
| +2% | +$42.9K | 0.18% | 97 |
|
|
2024
Q3 | $2.07M | Sell |
31,891
-1,028
| -3% | -$66.6K | 0.15% | 105 |
|
|
2024
Q2 | $2.43M | Buy |
32,919
+677
| +2% | +$49.9K | 0.2% | 91 |
|
|
2024
Q1 | $2.33M | Buy |
32,242
+583
| +2% | +$42.2K | 0.2% | 95 |
|
|
2023
Q4 | $2.18M | Sell |
31,659
-914
| -3% | -$62.9K | 0.21% | 93 |
|
|
2023
Q3 | $1.79M | Buy |
32,573
+94
| +0.3% | +$5.16K | 0.19% | 99 |
|
|
2023
Q2 | $1.84M | Buy |
32,479
+752
| +2% | +$42.6K | 0.2% | 97 |
|
|
2023
Q1 | $1.66M | Buy |
+31,727
| New | +$1.66M | 0.19% | 103 |
|