RDA Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RDA Financial Network’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Buy	78,663 +585	+0.7%	+$18.6K	0.54%	49
2026 Q1	$2.4M	Sell	78,078 -1,559	-2%	-$47.3K	0.6%	41
2025 Q4	$2.18M	Buy	79,637 +7,314	+10%	+$199K	0.53%	50
2025 Q3	$1.97M	Sell	72,323 -300	-0.4%	-$8.19K	0.49%	60
2025 Q2	$1.92M	Buy	72,623 +2,055	+3%	+$53.7K	0.52%	54
2025 Q1	$1.97M	Buy	70,568 +18,750	+36%	+$523K	0.59%	50
2024 Q4	$1.42M	Buy	51,818 +2,885	+6%	+$82K	0.41%	74
2024 Q3	$1.38M	Buy	48,933 +1,254	+3%	+$34.2K	0.43%	69
2024 Q2	$1.24M	Buy	47,679 +4,536	+11%	+$118K	0.4%	73
2024 Q1	$1.16M	Buy	43,143 +12,765	+42%	+$330K	0.4%	72
2023 Q4	$771K	Buy	30,378 +3,663	+14%	+$87.3K	0.29%	89
2023 Q3	$630K	Buy	26,715 +10,095	+61%	+$248K	0.27%	93
2023 Q2	$402K	Buy	16,620 +8,175	+97%	+$195K	0.17%	127
2023 Q1	$206K	Buy	+8,445	New	+$211K	0.09%	209

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

RDA Financial Network's SCHD Position: Q2 2026 in Review

RDA Financial Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.75% in Q2 2026, buying an estimated $18.6K and bringing the position to 78,663 shares worth $2.49M. The position accounts for 0.54% of the portfolio, ranked #49.

RDA Financial Network first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RDA Financial Network held 78,663 shares of Schwab US Dividend Equity ETF worth $2.49M as of Q2 2026.
RDA Financial Network bought 585 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.6K.
Schwab US Dividend Equity ETF made up 0.54% of RDA Financial Network's portfolio in Q2 2026, its #49 holding.
RDA Financial Network first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.