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RDA Financial Network: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RDA Financial Network on SCHD, newest first. How the timeline and the estimate are built.

RDA Financial Network held 78,663 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,663 shares
    Change vs previous 13F +585 shares

    0.54% of the 13F portfolio, value $2,494,404.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,078 shares
    Change vs previous 13F -1,559 shares

    0.6% of the 13F portfolio, value $2,395,433.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,637 shares
    Change vs previous 13F +7,314 shares

    0.53% of the 13F portfolio, value $2,184,443.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 72,323 shares
    Change vs previous 13F -300 shares

    0.49% of the 13F portfolio, value $1,974,418.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,623 shares
    Change vs previous 13F +2,055 shares

    0.52% of the 13F portfolio, value $1,924,510.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,568 shares
    Change vs previous 13F +18,750 shares

    0.59% of the 13F portfolio, value $1,973,081.

    13F-HR 0001774086-25-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,818 shares
    Change vs previous 13F +35,507 shares

    0.41% of the 13F portfolio, value $1,415,668.

    13F-HR 0001774086-25-000001 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,311 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,378,769.

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).