RDA Financial Network’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,234	Closed	-$227K	–	301
2026 Q1	$227K	Sell	7,234 -4,361	-38%	-$139K	0.06%	246
2025 Q4	$368K	Buy	11,595 +3,786	+48%	+$122K	0.09%	184
2025 Q3	$252K	Sell	7,809 -1,508	-16%	-$47.8K	0.06%	226
2025 Q2	$297K	Buy	9,317 +1,353	+17%	+$42.6K	0.08%	208
2025 Q1	$261K	Buy	+7,964	New	+$255K	0.08%	208
2024 Q2	–	Sell	-8,856	Closed	-$299K	–	237
2024 Q1	$299K	Sell	8,856 -747	-8%	-$25.2K	0.1%	180
2023 Q4	$337K	Buy	+9,603	New	+$309K	0.13%	161

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RDA Financial Network sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 7,234 shares — an estimated $227K sold.

RDA Financial Network first reported a position in SCHQ in Q4 2023 and held it in 7 quarters. The position peaked at $368K in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

RDA Financial Network reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
RDA Financial Network sold 7,234 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $227K.
RDA Financial Network first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 7 quarters.
RDA Financial Network's Schwab Long-Term US Treasury ETF position peaked at $368K in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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