RDA Financial Network’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Buy	4,301 +327	+8%	+$29.8K	0.09%	191
2026 Q1	$373K	Buy	3,974 +298	+8%	+$29.2K	0.09%	190
2025 Q4	$367K	Buy	3,676 +234	+7%	+$22.2K	0.09%	185
2025 Q3	$329K	Buy	3,442 +513	+18%	+$48.7K	0.08%	198
2025 Q2	$267K	Buy	+2,929	New	+$245K	0.07%	214
2022 Q3	–	Sell	-6,492	Closed	-$410K	–	211
2022 Q2	$410K	Buy	6,492 +2,256	+53%	+$156K	0.21%	117
2022 Q1	$357K	Buy	+4,236	New	+$373K	0.15%	148

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

RDA Financial Network increased its Charles Schwab (SCHW) stake by 8.2% in Q2 2026, buying an estimated $29.8K and bringing the position to 4,301 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #191.

RDA Financial Network first reported a position in SCHW in Q1 2022 and has held it in 7 quarters since. The position peaked at $410K in Q2 2022. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

RDA Financial Network held 4,301 shares of Charles Schwab worth $397K as of Q2 2026.
RDA Financial Network bought 327 Charles Schwab shares in Q2 2026, an estimated $29.8K.
Charles Schwab made up 0.09% of RDA Financial Network's portfolio in Q2 2026, its #191 holding.
RDA Financial Network first reported a position in Charles Schwab in Q1 2022 and has held it in 7 quarters since.
RDA Financial Network's Charles Schwab position peaked at $410K in Q2 2022.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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