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RDA Financial Network

SEC CIK
0001774086
Latest filing
Jul 6, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by RDA Financial Network, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
4,301
Value
$396.9K
% of portfolio
0.1%
Quarters held
7
Since Q1 2022
Holdings of SCHW by RDA Financial Network, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,301$396.9K0.1%+327+8.2%AddedHolders
Q1 20263,974$373.5K0.1%+298+8.1%AddedHolders
Q4 20253,676$367.3K0.1%+234+6.8%AddedHolders
Q3 20253,442$328.6K0.1%+513+17.5%AddedHolders
Q2 20252,929$267.2K0.1%+2,929NewHolders
Q3 20220$00.0%−6,492−100.0%Sold outHolders
Q2 20226,492$410.0K0.2%+2,256+53.3%AddedHolders
Q1 20224,236$357.0K0.2%+4,236NewHolders