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Red Cedar Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Red Cedar Capital’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$265K Buy
12,111
+63
+0.5% +$1.38K 0.17% 58
2022
Q3 		$243K Buy
12,048
+54
+0.5% +$1.21K 0.17% 59
2022
Q2 		$251K Buy
11,994
+54
+0.5% +$1.25K 0.17% 59
2022
Q1 		$302K Buy
11,940
+39
+0.3% +$978 0.18% 54
2021
Q4 		$319K Buy
11,901
+42
+0.4% +$1.12K 0.18% 56
2021
Q3 		$303K Buy
11,859
+72
+0.6% +$1.88K 0.19% 51
2021
Q2 		$308K Hold
11,787
– – 0.19% 54
2021
Q1 		$292K Buy
11,787
+21
+0.2% +$509 0.19% 54
2020
Q4 		$267K Buy
11,766
+48
+0.4% +$1K 0.19% 55
2020
Q3 		$217K Buy
11,718
+81
+0.7% +$1.5K 0.19% 60
2020
Q2 		$205K Hold
11,637
– – 0.19% 60
2020
Q1 		$164K Buy
11,637
+3,057
+36% +$56K 0.16% 60
2019
Q4 		$232K Sell
8,580
-2,895
-25% -$56.1K 0.18% 61
2019
Q3 		$216K Buy
11,475
+39
+0.3% +$737 0.18% 63
2019
Q2 		$218K Hold
11,436
– – 0.18% 62
2019
Q1 		$211K Buy
11,436
+33
+0.3% +$590 0.18% 59
2018
Q4 		$182K Buy
11,403
+99
+0.9% +$1.73K 0.18% 62
2018
Q3 		$218K Buy
11,304
+621
+6% +$11.8K 0.19% 60
2018
Q2 		$195K Hold
10,683
– – 0.18% 62
2018
Q1 		$188K Buy
10,683
+36
+0.3% +$647 0.17% 63
2017
Q4 		$189K Buy
+10,647
New +$184K 0.16% 65

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Red Cedar Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.52% in Q4 2022, buying an estimated $1.38K and bringing the position to 12,111 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #58.

Red Cedar Capital first reported a position in SCHM in Q4 2017 and has held it in 21 quarters since. The position peaked at $319K in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Red Cedar Capital held 12,111 shares of Schwab US Mid-Cap ETF worth $265K as of Q4 2022.
  • Red Cedar Capital bought 63 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $1.38K.
  • Schwab US Mid-Cap ETF made up 0.17% of Red Cedar Capital's portfolio in Q4 2022, its #58 holding.
  • Red Cedar Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 21 quarters since.
  • Red Cedar Capital's Schwab US Mid-Cap ETF position peaked at $319K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

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