SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Resonant Capital Advisors, LLC's Holding History (CIK: 0001803236)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 34,458 Value ($000) $3,443 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 33,829 Value ($000) $3,230 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 35,219 Value ($000) $3,213 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 32,478 Value ($000) $2,542 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 32,471 Value ($000) $2,403 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 31,891 Value ($000) $2,067 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 32,919 Value ($000) $2,426 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 32,242 Value ($000) $2,332 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 31,659 Value ($000) $2,178 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 32,573 Value ($000) $1,788 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 32,479 Value ($000) $1,841 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 31,727 Value ($000) $1,662 Avg Close $70.22 Range $43.21 - $82.93