Resonant Capital Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1803236 Madison, WI

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,198,631

-$155,609 QoQ

Shares Held

34,666

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#777

of 2,303 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $6,754,696 across 4 Capital Markets names. SCHW ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	34,666	$3,198,631
2	MS	Morgan Stanley	8,847	$1,849,376
3	GS	Goldman Sachs Group Inc	1,489	$1,505,929
4	HOOD	Robinhood Markets, Inc.	2,002	$200,760

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,198,631	34,666	-2.9%	Shares	Sole	2026-07-27
2026-03-31	$3,354,240	35,691	+3.6%	Shares	Sole	2026-04-29
2025-12-31	$3,442,698	34,458	+1.9%	Shares	Sole	2026-01-29
2025-09-30	$3,229,654	33,829	-3.9%	Shares	Sole	2025-10-29
2025-06-30	$3,213,381	35,219	+8.4%	Shares	Sole	2025-07-31
2025-03-31	$2,542,377	32,478	+0.0%	Shares	Sole	2025-04-28
2024-12-31	$2,403,178	32,471	+1.8%	Shares	Sole	2025-01-24
2024-09-30	$2,066,855	31,891	-3.1%	Shares	Sole	2024-10-18
2024-06-30	$2,425,801	32,919	+2.1%	Shares	Sole	2024-08-01
2024-03-31	$2,332,386	32,242	+1.8%	Shares	Sole	2024-05-01
2023-12-31	$2,178,139	31,659	-2.8%	Shares	Sole	2024-01-31
2023-09-30	$1,788,257	32,573	+0.3%	Shares	Sole	2023-10-31
2023-06-30	$1,840,909	32,479	+2.4%	Shares	Sole	2023-07-25
2023-03-31	$1,661,860	31,727	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.