Red Cedar Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$133K	Buy	5,516 +42	+0.8%	+$1.01K	0.08%	70
2022 Q3	$132K	Buy	5,474 +18	+0.3%	+$440	0.09%	69
2022 Q2	$134K	Buy	5,456 +10	+0.2%	+$247	0.09%	71
2022 Q1	$135K	Buy	5,446 +4	+0.1%	+$100	0.08%	70
2021 Q4	$138K	Buy	5,442 +4	+0.1%	+$102	0.08%	71
2021 Q3	$139K	Buy	5,438 +12	+0.2%	+$307	0.09%	68
2021 Q2	$139K	Hold	5,426	–	–	0.09%	69
2021 Q1	$139K	Buy	5,426 +6	+0.1%	+$154	0.09%	69
2020 Q4	$139K	Buy	5,420 +14	+0.3%	+$360	0.1%	68
2020 Q3	$139K	Buy	5,406 +16	+0.3%	+$412	0.12%	68
2020 Q2	$139K	Buy	5,390 +20	+0.4%	+$516	0.13%	67
2020 Q1	$139K	Buy	5,370 +18	+0.3%	+$458	0.14%	63
2019 Q4	$135K	Buy	5,352 +38	+0.7%	+$960	0.1%	68
2019 Q3	$134K	Buy	5,314 +30	+0.6%	+$758	0.11%	68
2019 Q2	$134K	Buy	5,284 +32	+0.6%	+$804	0.11%	69
2019 Q1	$132K	Buy	5,252 +20	+0.4%	+$499	0.11%	68
2018 Q4	$131K	Buy	5,232 +36	+0.7%	+$893	0.13%	67
2018 Q3	$129K	Buy	5,196 +298	+6%	+$7.4K	0.11%	68
2018 Q2	$122K	Buy	4,898 +18	+0.4%	+$447	0.11%	70
2018 Q1	$122K	Buy	4,880 +340	+7%	+$8.47K	0.11%	70
2017 Q4	$114K	Buy	+4,540	New	+$114K	0.1%	70

Other funds holding SCHO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Red Cedar Capital increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.77% in Q4 2022, buying an estimated $1.01K and bringing the position to 5,516 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #70.

Red Cedar Capital first reported a position in SCHO in Q4 2017 and has held it in 21 quarters since. The position peaked at $139K in Q3 2021. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

Red Cedar Capital held 5,516 shares of Schwab Short-Term US Treasury ETF worth $133K as of Q4 2022.
Red Cedar Capital bought 42 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $1.01K.
Schwab Short-Term US Treasury ETF made up 0.08% of Red Cedar Capital's portfolio in Q4 2022, its #70 holding.
Red Cedar Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's Schwab Short-Term US Treasury ETF position peaked at $139K in Q3 2021.
564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

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