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 Q3	–	Sell	-13,175	Closed	-$318K	–	288
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

RDA Financial Network sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026, closing a stake of 13,175 shares — an estimated $318K sold.

RDA Financial Network first reported a position in SCHO in Q1 2022 and held it in 4 quarters. The position peaked at $672K in Q1 2022. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

RDA Financial Network reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
RDA Financial Network sold 13,175 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $318K.
RDA Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 4 quarters.
RDA Financial Network's Schwab Short-Term US Treasury ETF position peaked at $672K in Q1 2022.
251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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