Red Cedar Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$622K	Hold	41,328	–	–	0.39%	40
2022 Q3	$583K	Hold	41,328	–	–	0.4%	41
2022 Q2	$615K	Hold	41,328	–	–	0.42%	41
2022 Q1	$742K	Hold	41,328	–	–	0.45%	38
2021 Q4	$784K	Hold	41,328	–	–	0.45%	40
2021 Q3	$717K	Hold	41,328	–	–	0.44%	41
2021 Q2	$716K	Hold	41,328	–	–	0.45%	41
2021 Q1	$662K	Hold	41,328	–	–	0.44%	41
2020 Q4	$627K	Hold	41,328	–	–	0.46%	39
2020 Q3	$555K	Hold	41,328	–	–	0.48%	40
2020 Q2	$510K	Buy	41,328 +168	+0.4%	+$1.96K	0.46%	41
2020 Q1	$420K	Buy	41,160 +234	+0.6%	+$2.84K	0.42%	43
2019 Q4	$524K	Buy	40,926 +438	+1%	+$5.37K	0.4%	42
2019 Q3	$479K	Buy	40,488 +180	+0.4%	+$2.12K	0.39%	41
2019 Q2	$472K	Hold	40,308	–	–	0.4%	41
2019 Q1	$454K	Buy	40,308 +228	+0.6%	+$2.47K	0.39%	43
2018 Q4	$399K	Buy	40,080 +396	+1%	+$4.25K	0.39%	44
2018 Q3	$460K	Buy	39,684 +2,268	+6%	+$25.8K	0.4%	43
2018 Q2	$405K	Hold	37,416	–	–	0.37%	46
2018 Q1	$393K	Sell	37,416 -1,932	-5%	-$21K	0.36%	45
2017 Q4	$418K	Buy	+39,348	New	+$408K	0.35%	44

Other funds holding SCHX

CSIA

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 SCHX Position: Q4 2022 in Review

Red Cedar Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2022 at 41,328 shares worth $622K. The position accounts for 0.39% of the portfolio, ranked #40.

Red Cedar Capital first reported a position in SCHX in Q4 2017 and has held it in 21 quarters since. The position peaked at $784K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Red Cedar Capital held 41,328 shares of Schwab US Large- Cap ETF worth $622K as of Q4 2022.
Red Cedar Capital left its Schwab US Large- Cap ETF share count unchanged in Q4 2022.
Schwab US Large- Cap ETF made up 0.39% of Red Cedar Capital's portfolio in Q4 2022, its #40 holding.
Red Cedar Capital first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's Schwab US Large- Cap ETF position peaked at $784K in Q4 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

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