Red Cedar Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Red Cedar Investment Management’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,872	Closed	-$900K	–	85
2023 Q2	$900K	Buy	+40,872	New	+$905K	0.14%	76

Other funds holding SCHI

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Red Cedar Investment Management's SCHI Position: Q3 2023 in Review

Red Cedar Investment Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2023, closing a stake of 40,872 shares — an estimated $900K sold.

Red Cedar Investment Management first reported a position in SCHI in Q2 2023 and held it in 1 quarter. The position peaked at $900K in Q2 2023. 150 funds tracked by Wall St. Rank hold SCHI as of Q3 2023.

Red Cedar Investment Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Red Cedar Investment Management sold 40,872 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2023, an estimated $900K.
Red Cedar Investment Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
Red Cedar Investment Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $900K in Q2 2023.
150 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2023.

Based on Red Cedar Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.