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Disclosery

RDA Financial Network: SCHW position timeline

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

RDA Financial Network held 4,301 SCHW 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 4,301 shares
    Change vs previous 13F +327 shares

    0.09% of the 13F portfolio, value $396,853.

    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 3,974 shares
    Change vs previous 13F +298 shares

    0.09% of the 13F portfolio, value $373,477.

    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 3,676 shares
    Change vs previous 13F +234 shares

    0.09% of the 13F portfolio, value $367,269.

    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 3,442 shares
    Change vs previous 13F +513 shares

    0.08% of the 13F portfolio, value $328,608.

    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 2,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $267,236.

    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).