Red Cedar Capital’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$47K	Hold	2,434	–	–	0.03%	95
2022 Q3	$45K	Hold	2,434	–	–	0.03%	95
2022 Q2	$51K	Hold	2,434	–	–	0.03%	94
2022 Q1	$61K	Buy	+2,434	New	+$58.7K	0.04%	91
2021 Q2	–	Sell	-2,434	Closed	-$50K	–	156
2021 Q1	$50K	Hold	2,434	–	–	0.03%	89
2020 Q4	$46K	Hold	2,434	–	–	0.03%	85
2020 Q3	$43K	Hold	2,434	–	–	0.04%	86
2020 Q2	$43K	Buy	2,434 +16	+0.7%	+$278	0.04%	87
2020 Q1	$40K	Buy	2,418 +8	+0.3%	+$171	0.04%	87
2019 Q4	$55K	Buy	2,410 +46	+2%	+$1.07K	0.04%	88
2019 Q3	$56K	Buy	2,364 +16	+0.7%	+$367	0.05%	87
2019 Q2	$52K	Hold	2,348	–	–	0.04%	92
2019 Q1	$52K	Buy	2,348 +8	+0.3%	+$170	0.04%	91
2018 Q4	$45K	Buy	2,340 +46	+2%	+$939	0.04%	92
2018 Q3	$48K	Buy	2,294 +122	+6%	+$2.58K	0.04%	90
2018 Q2	$45K	Hold	2,172	–	–	0.04%	91
2018 Q1	$41K	Hold	2,172	–	–	0.04%	95
2017 Q4	$45K	Buy	+2,172	New	+$45.2K	0.04%	91

Other funds holding SCHH

CSIA

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

Red Cedar Capital held its Schwab US REIT ETF (SCHH) position steady in Q4 2022 at 2,434 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #95.

Red Cedar Capital first reported a position in SCHH in Q4 2017 and has held it in 18 quarters since. The position peaked at $61K in Q1 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

Red Cedar Capital held 2,434 shares of Schwab US REIT ETF worth $47K as of Q4 2022.
Red Cedar Capital left its Schwab US REIT ETF share count unchanged in Q4 2022.
Schwab US REIT ETF made up 0.03% of Red Cedar Capital's portfolio in Q4 2022, its #95 holding.
Red Cedar Capital first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 18 quarters since.
Red Cedar Capital's Schwab US REIT ETF position peaked at $61K in Q1 2022.
486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

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