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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Resonant Capital Advisors's SCHW Position: Q1 2026 in Review

Resonant Capital Advisors increased its Charles Schwab (SCHW) stake by 3.6% in Q1 2026, buying an estimated $121K and bringing the position to 35,691 shares worth $3.35M. The position accounts for 0.18% of the portfolio, ranked #90.

Resonant Capital Advisors first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.44M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Resonant Capital Advisors held 35,691 shares of Charles Schwab worth $3.35M as of Q1 2026.
  • Resonant Capital Advisors bought 1,233 Charles Schwab shares in Q1 2026, an estimated $121K.
  • Charles Schwab made up 0.18% of Resonant Capital Advisors's portfolio in Q1 2026, its #90 holding.
  • Resonant Capital Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
  • Resonant Capital Advisors's Charles Schwab position peaked at $3.44M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.