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

Red Cedar Investment Management’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
2023
Q3 		– Sell
-45,336
Closed -$1.05M – 86
2023
Q2 		$1.05M Buy
+45,336
New +$1.05M 0.16% 62

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

Red Cedar Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 45,336 shares — an estimated $1.05M sold.

Red Cedar Investment Management first reported a position in SCHZ in Q2 2023 and held it in 1 quarter. The position peaked at $1.05M in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Red Cedar Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Red Cedar Investment Management sold 45,336 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $1.05M.
  • Red Cedar Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Red Cedar Investment Management's Schwab US Aggregate Bond ETF position peaked at $1.05M in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

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