Back to SCHW-PJ
Resonant Capital Advisors, LLC → SCHW-PJ
Resonant Capital Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
50
Latest value
$23.9M
Q3 2026
Peak value
$74.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $20.8M |
| Q3 2025 | $29.7M |
| Q3 2025 | $28.1M |
| Q3 2025 | $35.3M |
| Q3 2025 | $381K |
| Q3 2025 | $369K |
| Q3 2025 | $66.6M |
| Q3 2025 | $14.5M |
| Q3 2025 | $4.1M |
| Q4 2025 | $3.4M |
| Q4 2025 | $23.1M |
| Q4 2025 | $33.8M |
| Q4 2025 | $29M |
| Q4 2025 | $37.2M |
| Q4 2025 | $399K |
| Q4 2025 | $381K |
| Q4 2025 | $71.9M |
| Q4 2025 | $16.4M |
| Q4 2025 | $2.9M |
| Q1 2026 | $3.4M |
| Q1 2026 | $21.3M |
| Q1 2026 | $31.3M |
| Q1 2026 | $25M |
| Q1 2026 | $40.8M |
| Q1 2026 | $478K |
| Q1 2026 | $369K |
| Q1 2026 | $74.8M |
| Q1 2026 | $6.4M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.2M |
| Q2 2026 | $22.6M |
| Q2 2026 | $33.3M |
| Q2 2026 | $29M |
| Q2 2026 | $44.3M |
| Q2 2026 | $564K |
| Q2 2026 | $413K |
| Q2 2026 | $66.6M |
| Q2 2026 | $6.9M |
| Q2 2026 | $2.7M |
| Q3 2026 | $3.4M |
| Q3 2026 | $24.6M |
| Q3 2026 | $33.6M |
| Q3 2026 | $26.5M |
| Q3 2026 | $43.8M |
| Q3 2026 | $594K |
| Q3 2026 | $410K |
| Q3 2026 | $42.3M |
| Q3 2026 | $4.6M |
| Q3 2026 | $23.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.9M | 952.8K | — | — |
| Q3 2026 | $4.6M | 193.1K | — | — |
| Q3 2026 | $42.3M | 1.78M | — | — |
| Q3 2026 | $410K | 14.9K | — | — |
| Q3 2026 | $594K | 18.3K | — | — |
| Q3 2026 | $43.8M | 1.39M | — | — |
| Q3 2026 | $26.5M | 757.3K | — | — |
| Q3 2026 | $33.6M | 624.8K | — | — |
| Q3 2026 | $24.6M | 587.1K | — | — |
| Q3 2026 | $3.4M | 34.9K | — | — |
| Q2 2026 | $2.7M | 101.5K | — | — |
| Q2 2026 | $6.9M | 286.5K | — | — |
| Q2 2026 | $66.6M | 2.70M | — | — |
| Q2 2026 | $413K | 14.9K | — | — |
| Q2 2026 | $564K | 17.8K | — | — |
| Q2 2026 | $44.3M | 1.42M | — | — |
| Q2 2026 | $29M | 763.1K | — | — |
| Q2 2026 | $33.3M | 631.8K | — | — |
| Q2 2026 | $22.6M | 570.1K | — | — |
| Q2 2026 | $3.2M | 34.7K | — | — |
| Q1 2026 | $2.8M | 104.5K | — | — |
| Q1 2026 | $6.4M | 264.9K | — | — |
| Q1 2026 | $74.8M | 3.00M | — | — |
| Q1 2026 | $369K | 14.9K | — | — |
| Q1 2026 | $478K | 15.6K | — | — |
| Q1 2026 | $40.8M | 1.47M | — | — |
| Q1 2026 | $25M | 771.7K | — | — |
| Q1 2026 | $31.3M | 640.3K | — | — |
| Q1 2026 | $21.3M | 557.0K | — | — |
| Q1 2026 | $3.4M | 35.7K | — | — |
| Q4 2025 | $2.9M | 109.8K | — | — |
| Q4 2025 | $16.4M | 671.1K | — | — |
| Q4 2025 | $71.9M | 2.87M | — | — |
| Q4 2025 | $381K | 15.9K | — | — |
| Q4 2025 | $399K | 14.5K | — | — |
| Q4 2025 | $37.2M | 1.37M | — | — |
| Q4 2025 | $29M | 920.9K | — | — |
| Q4 2025 | $33.8M | 746.7K | — | — |
| Q4 2025 | $23.1M | 639.6K | — | — |
| Q4 2025 | $3.4M | 34.5K | — | — |
| Q3 2025 | $4.1M | 150.4K | — | — |
| Q3 2025 | $14.5M | 594.2K | — | — |
| Q3 2025 | $66.6M | 2.65M | — | — |
| Q3 2025 | $369K | 15.9K | — | — |
| Q3 2025 | $381K | 14.0K | — | — |
| Q3 2025 | $35.3M | 1.34M | — | — |
| Q3 2025 | $28.1M | 902.5K | — | — |
| Q3 2025 | $29.7M | 691.3K | — | — |
| Q3 2025 | $20.8M | 575.7K | — | — |
| Q3 2025 | $3.2M | 33.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B