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Red Cedar Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Red Cedar Capital’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$222K Buy
9,712
+90
+0.9% +$2.05K 0.14% 61
2022
Q3 		$218K Buy
9,622
+60
+0.6% +$1.43K 0.15% 61
2022
Q2 		$229K Buy
9,562
+56
+0.6% +$1.35K 0.16% 61
2022
Q1 		$34K Buy
+9,506
New +$247K 0.02% 102
2021
Q2 		– Sell
-9,270
Closed -$251K – 157
2021
Q1 		$251K Hold
9,270
– – 0.17% 62
2020
Q4 		$260K Buy
9,270
+70
+0.8% +$1.96K 0.19% 57
2020
Q3 		$258K Buy
9,200
+54
+0.6% +$1.52K 0.23% 53
2020
Q2 		$257K Buy
9,146
+58
+0.6% +$1.61K 0.23% 52
2020
Q1 		$247K Buy
9,088
+40
+0.4% +$1.08K 0.25% 51
2019
Q4 		$242K Buy
9,048
+82
+0.9% +$2.2K 0.18% 57
2019
Q3 		$241K Buy
8,966
+62
+0.7% +$1.66K 0.2% 54
2019
Q2 		$236K Buy
8,904
+66
+0.7% +$1.72K 0.2% 56
2019
Q1 		$229K Sell
8,838
-116
-1% -$2.96K 0.2% 57
2018
Q4 		$226K Buy
8,954
+84
+0.9% +$2.1K 0.22% 54
2018
Q3 		$223K Buy
8,870
+482
+6% +$12.2K 0.2% 56
2018
Q2 		$212K Hold
8,388
– – 0.19% 58
2018
Q1 		$214K Buy
8,388
+632
+8% +$16.2K 0.19% 59
2017
Q4 		$202K Buy
+7,756
New +$202K 0.17% 63

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

Red Cedar Capital increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.94% in Q4 2022, buying an estimated $2.05K and bringing the position to 9,712 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #61.

Red Cedar Capital first reported a position in SCHZ in Q4 2017 and has held it in 18 quarters since. The position peaked at $260K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Red Cedar Capital held 9,712 shares of Schwab US Aggregate Bond ETF worth $222K as of Q4 2022.
  • Red Cedar Capital bought 90 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $2.05K.
  • Schwab US Aggregate Bond ETF made up 0.14% of Red Cedar Capital's portfolio in Q4 2022, its #61 holding.
  • Red Cedar Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Red Cedar Capital's Schwab US Aggregate Bond ETF position peaked at $260K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

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