RDA Financial Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	+13,175	New	+$318K	0.07%	214
2023 Q1	–	Sell	-8,468	Closed	-$204K	–	229
2022 Q4	$204K	Buy	+8,468	New	+$204K	0.1%	201
2022 Q3	–	Sell	-14,600	Closed	-$359K	–	210
2022 Q2	$359K	Sell	14,600 -12,546	-46%	-$309K	0.18%	133
2022 Q1	$672K	Buy	+27,146	New	+$682K	0.28%	92

Other funds holding SCHO

Wealth Enhancement Advisory Services

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

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return