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RDA Financial Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RDA Financial Network’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
96,437
+10,890
+13% +$252K 0.49% 53
2026
Q1 		$1.99M Sell
85,547
-5,106
-6% -$119K 0.5% 54
2025
Q4 		$2.12M Buy
90,653
+2,043
+2% +$48K 0.51% 54
2025
Q3 		$2.08M Buy
88,610
+3,958
+5% +$91.9K 0.51% 55
2025
Q2 		$1.97M Sell
84,652
-4,747
-5% -$109K 0.53% 49
2025
Q1 		$2.07M Sell
89,399
-7,955
-8% -$182K 0.62% 46
2024
Q4 		$2.21M Buy
97,354
+39,902
+69% +$922K 0.64% 42
2024
Q3 		$1.37M Buy
57,452
+950
+2% +$22.2K 0.42% 71
2024
Q2 		$1.29M Buy
56,502
+36,058
+176% +$817K 0.42% 68
2024
Q1 		$470K Buy
20,444
+902
+5% +$20.7K 0.16% 134
2023
Q4 		$456K Sell
19,542
-134
-0.7% -$3K 0.17% 131
2023
Q3 		$435K Sell
19,676
-4,778
-20% -$108K 0.19% 122
2023
Q2 		$564K Buy
24,454
+244
+1% +$5.68K 0.24% 101
2023
Q1 		$568K Buy
24,210
+7,266
+43% +$169K 0.26% 93
2022
Q4 		$387K Buy
16,944
+1,896
+13% +$43.2K 0.19% 124
2022
Q3 		$341K Buy
15,048
+1,346
+10% +$32K 0.19% 134
2022
Q2 		$328K Buy
+13,702
New +$332K 0.17% 142

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

RDA Financial Network increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 96,437 shares worth $2.23M. The position accounts for 0.49% of the portfolio, ranked #53.

RDA Financial Network first reported a position in SCHZ in Q2 2022 and has held it in 17 quarters since. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • RDA Financial Network held 96,437 shares of Schwab US Aggregate Bond ETF worth $2.23M as of Q2 2026.
  • RDA Financial Network bought 10,890 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $252K.
  • Schwab US Aggregate Bond ETF made up 0.49% of RDA Financial Network's portfolio in Q2 2026, its #53 holding.
  • RDA Financial Network first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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