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

Red Cedar Investment Management’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
2026
Q1 		$16.8M Hold
656,462
– – 1.75% 14
2025
Q4 		$17.7M Hold
656,462
– – 1.91% 12
2025
Q3 		$17.3M Hold
656,462
– – 2.03% 10
2025
Q2 		$16M Sell
656,462
-66,583
-9% -$1.51M 2.03% 10
2025
Q1 		$16M Sell
723,045
-217,860
-23% -$5.07M 2.21% 9
2024
Q4 		$21.8M Hold
940,905
– – 2.74% 7
2024
Q3 		$21.3M Sell
940,905
-43,905
-4% -$957K 2.7% 9
2024
Q2 		$21.1M Sell
984,810
-190,068
-16% -$3.93M 2.88% 7
2024
Q1 		$24.3M Buy
1,174,878
+215,664
+22% +$4.25M 3.03% 7
2023
Q4 		$18M Buy
959,214
+2,523
+0.3% +$44.3K 2.6% 9
2023
Q3 		$16.1M Buy
956,691
+179,262
+23% +$3.14M 2.47% 9
2023
Q2 		$13.6M Buy
777,429
+34,662
+5% +$572K 2.06% 11
2023
Q1 		$12M Sell
742,767
-618,039
-45% -$9.73M 1.85% 12
2022
Q4 		$20.5M Sell
1,360,806
-44,532
-3% -$674K 3.23% 8
2022
Q3 		$19.8M Buy
1,405,338
+6,237
+0.4% +$97.9K 3.39% 8
2022
Q2 		$20.8M Buy
1,399,101
+51
+0% +$826 3.41% 8
2022
Q1 		$25.1M Sell
1,399,050
-4,968
-0.4% -$87.9K 3.5% 8
2021
Q4 		$26.6M Buy
1,404,018
+39,972
+3% +$738K 3.19% 8
2021
Q3 		$23.6M Buy
1,364,046
+432,546
+46% +$7.71M 3.09% 9
2021
Q2 		$16.1M Sell
931,500
-791,880
-46% -$13.4M 2.14% 13
2021
Q1 		$27.6M Sell
1,723,380
-1,888,608
-52% -$29.6M 3.57% 10
2020
Q4 		$54.8M Buy
3,611,988
+128,064
+4% +$1.83M 8.18% 4
2020
Q3 		$46.8M Buy
3,483,924
+698,856
+25% +$9.29M 8.56% 3
2020
Q2 		$34.4M Buy
2,785,068
+90,966
+3% +$1.06M 8.06% 3
2020
Q1 		$27.5M Sell
2,694,102
-639,726
-19% -$7.77M 11.81% 2
2019
Q4 		$42.7M Buy
3,333,828
+505,092
+18% +$6.19M 11.34% 2
2019
Q3 		$33.4M Buy
2,828,736
+821,508
+41% +$9.68M 10.55% 2
2019
Q2 		$23.5M Hold
2,007,228
– – 8.59% 5
2019
Q1 		$23.2M Buy
2,007,228
+828
+0% +$8.97K 7.99% 5
2018
Q4 		$20M Buy
2,006,400
+42,690
+2% +$458K 6.91% 5
2018
Q3 		$22.8M Buy
+1,963,710
New +$22.3M 6.73% 6

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Red Cedar Investment Management's SCHX Position: Q1 2026 in Review

Red Cedar Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 656,462 shares worth $16.8M. The position accounts for 1.75% of the portfolio, ranked #14.

Red Cedar Investment Management first reported a position in SCHX in Q3 2018 and has held it in 31 quarters since. The position peaked at $54.8M in Q4 2020. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Red Cedar Investment Management held 656,462 shares of Schwab US Large- Cap ETF worth $16.8M as of Q1 2026.
  • Red Cedar Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 1.75% of Red Cedar Investment Management's portfolio in Q1 2026, its #14 holding.
  • Red Cedar Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Red Cedar Investment Management's Schwab US Large- Cap ETF position peaked at $54.8M in Q4 2020.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.