RDA Financial Network
SCHW icon

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
Q3 		$439K Buy
4,494
+193
+4% +$20.3K 0.1% 158
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

RDA Financial Network increased its Charles Schwab (SCHW) stake by 4.5% in Q3 2026, buying an estimated $20.3K and bringing the position to 4,494 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #158.

RDA Financial Network first reported a position in SCHW in Q1 2022 and has held it in 8 quarters since. 666 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • RDA Financial Network held 4,494 shares of Charles Schwab worth $439K as of Q3 2026.
  • RDA Financial Network bought 193 Charles Schwab shares in Q3 2026, an estimated $20.3K.
  • Charles Schwab made up 0.1% of RDA Financial Network's portfolio in Q3 2026, its #158 holding.
  • RDA Financial Network first reported a position in Charles Schwab in Q1 2022 and has held it in 8 quarters since.
  • 666 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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