Red Cedar Capital’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$110K	Hold	4,708	–	–	0.07%	74
2022 Q3	$109K	Hold	4,708	–	–	0.08%	74
2022 Q2	$112K	Hold	4,708	–	–	0.08%	73
2022 Q1	$114K	Hold	4,708	–	–	0.07%	73
2021 Q4	$119K	Hold	4,708	–	–	0.07%	73
2021 Q3	$120K	Buy	+4,708	New	+$120K	0.07%	70

Other funds holding SCHJ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

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

Red Cedar Capital held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q4 2022 at 4,708 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #74.

Red Cedar Capital first reported a position in SCHJ in Q3 2021 and has held it in 6 quarters since. The position peaked at $120K in Q3 2021. 92 funds tracked by Wall St. Rank hold SCHJ as of Q4 2022.

Red Cedar Capital held 4,708 shares of Schwab 1-5 Year Corporate Bond ETF worth $110K as of Q4 2022.
Red Cedar Capital left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q4 2022.
Schwab 1-5 Year Corporate Bond ETF made up 0.07% of Red Cedar Capital's portfolio in Q4 2022, its #74 holding.
Red Cedar Capital first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2021 and has held it in 6 quarters since.
Red Cedar Capital's Schwab 1-5 Year Corporate Bond ETF position peaked at $120K in Q3 2021.
92 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2022.

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