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 Q3	$2.42M	Sell	74,538 -4,125	-5%	-$139K	0.53%	51
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%	-$8.18K	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 $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

RDA Financial Network's SCHD Position: Q3 2026 in Review

RDA Financial Network reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q3 2026, selling an estimated $139K and leaving 74,538 shares worth $2.42M. The position accounts for 0.53% of the portfolio, ranked #51.

RDA Financial Network first reported a position in SCHD in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.49M in Q2 2026. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

RDA Financial Network held 74,538 shares of Schwab US Dividend Equity ETF worth $2.42M as of Q3 2026.
RDA Financial Network sold 4,125 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $139K.
Schwab US Dividend Equity ETF made up 0.53% of RDA Financial Network's portfolio in Q3 2026, its #51 holding.
RDA Financial Network first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 15 quarters since.
RDA Financial Network's Schwab US Dividend Equity ETF position peaked at $2.49M in Q2 2026.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.