RDA Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-9,365	Closed	-$231K	–	289
2026 Q2	$231K	Buy	+9,365	New	+$231K	0.05%	264
2022 Q4	–	Sell	-9,090	Closed	-$223K	–	223
2022 Q3	$223K	Sell	9,090 -3,626	-29%	-$92.7K	0.12%	178
2022 Q2	$328K	Buy	+12,716	New	+$329K	0.17%	141

Other funds holding SCHR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

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

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

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

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

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

RDA Financial Network sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 9,365 shares — an estimated $231K sold.

RDA Financial Network first reported a position in SCHR in Q2 2022 and held it in 3 quarters. The position peaked at $328K in Q2 2022. 149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

RDA Financial Network reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
RDA Financial Network sold 9,365 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $231K.
RDA Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 3 quarters.
RDA Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $328K in Q2 2022.
149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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