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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

RDA Financial Network opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 9,365 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings. This is a return to the name: RDA Financial Network previously reported a position in SCHR as recently as Q3 2022.

RDA Financial Network first reported a position in SCHR in Q2 2022 and has held it in 3 quarters since. The position peaked at $328K in Q2 2022. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

RDA Financial Network held 9,365 shares of Schwab Intermediately-Term US Treasury ETF worth $231K as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new RDA Financial Network position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #264 holding.
RDA Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and has held it in 3 quarters since.
RDA Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $328K in Q2 2022.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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