Red Cedar Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Red Cedar Capital’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$73K	Hold	3,074	–	–	0.05%	84
2022 Q3	$69K	Buy	3,074 +155	+5%	+$3.83K	0.05%	84
2022 Q2	$74K	Hold	2,919	–	–	0.05%	81
2022 Q1	$81K	Hold	2,919	–	–	0.05%	83
2021 Q4	$87K	Hold	2,919	–	–	0.05%	82
2021 Q3	$89K	Hold	2,919	–	–	0.05%	75
2021 Q2	$93K	Hold	2,919	–	–	0.06%	75
2021 Q1	$93K	Hold	2,919	–	–	0.06%	75
2020 Q4	$89K	Hold	2,919	–	–	0.06%	72
2020 Q3	$78K	Hold	2,919	–	–	0.07%	75
2020 Q2	$71K	Hold	2,919	–	–	0.06%	75
2020 Q1	$60K	Hold	2,919	–	–	0.06%	77
2019 Q4	$80K	Buy	2,919 +77	+3%	+$2.03K	0.06%	79
2019 Q3	$71K	Buy	2,842 +17	+0.6%	+$433	0.06%	82
2019 Q2	$74K	Hold	2,825	–	–	0.06%	83
2019 Q1	$73K	Buy	2,825 +1	+0%	+$25	0.06%	83
2018 Q4	$66K	Buy	2,824 +73	+3%	+$1.77K	0.06%	81
2018 Q3	$71K	Buy	2,751 +146	+6%	+$3.78K	0.06%	85
2018 Q2	$67K	Hold	2,605	–	–	0.06%	85
2018 Q1	$75K	Hold	2,605	–	–	0.07%	84
2017 Q4	$73K	Buy	+2,605	New	+$71.8K	0.06%	79

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Red Cedar Capital's SCHE Position: Q4 2022 in Review

Red Cedar Capital held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q4 2022 at 3,074 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #84.

Red Cedar Capital first reported a position in SCHE in Q4 2017 and has held it in 21 quarters since. The position peaked at $93K in Q2 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Red Cedar Capital held 3,074 shares of Schwab Emerging Markets Equity ETF worth $73K as of Q4 2022.
Red Cedar Capital left its Schwab Emerging Markets Equity ETF share count unchanged in Q4 2022.
Schwab Emerging Markets Equity ETF made up 0.05% of Red Cedar Capital's portfolio in Q4 2022, its #84 holding.
Red Cedar Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's Schwab Emerging Markets Equity ETF position peaked at $93K in Q2 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.