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

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return