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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

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

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

RDA Financial Network opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 13,175 shares worth $318K. The stake represents 0.07% of the portfolio and ranks #214 among its holdings. This is a return to the name: RDA Financial Network previously reported a position in SCHO as recently as Q4 2022.

RDA Financial Network first reported a position in SCHO in Q1 2022 and has held it in 4 quarters since. The position peaked at $672K in Q1 2022. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

RDA Financial Network held 13,175 shares of Schwab Short-Term US Treasury ETF worth $318K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new RDA Financial Network position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.07% of RDA Financial Network's portfolio in Q2 2026, its #214 holding.
RDA Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 4 quarters since.
RDA Financial Network's Schwab Short-Term US Treasury ETF position peaked at $672K in Q1 2022.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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