A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 32,919 shares of SCHW stock, worth $2.13 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
32,919
Previous 32,242 2.1%
Holding current value
$2.13 Million
Previous $2.33 Million 3.99%
% of portfolio
0.2%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$70.03 - $78.9 $47,410 - $53,415
677 Added 2.1%
32,919 $2.43 Million
Q1 2024

May 01, 2024

BUY
$61.89 - $72.38 $36,081 - $42,197
583 Added 1.84%
32,242 $2.33 Million
Q4 2023

Jan 31, 2024

SELL
$49.33 - $70.98 $45,087 - $64,875
-914 Reduced 2.81%
31,659 $2.18 Million
Q3 2023

Oct 31, 2023

BUY
$54.2 - $67.94 $5,094 - $6,386
94 Added 0.29%
32,573 $1.79 Million
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $35,622 - $42,969
752 Added 2.37%
32,479 $1.84 Million
Q1 2023

Apr 21, 2023

BUY
$51.91 - $85.6 $1.65 Million - $2.72 Million
31,727 New
31,727 $1.66 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $118B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.