Red Cedar Management’s Charles Schwab SCHW Stock Holding History

Red Cedar Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$2.19M	Buy	+65,000	New	+$2.73M	3.62%	12

Other funds holding SCHW

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Red Cedar Management's SCHW Position: Q1 2020 in Review

Red Cedar Management opened a new position in Charles Schwab (SCHW) in Q1 2020: 65,000 shares worth $2.19M. The stake represents 3.62% of the portfolio and ranks #12 among its holdings.

1,072 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

Red Cedar Management held 65,000 shares of Charles Schwab worth $2.19M as of Q1 2020.
Charles Schwab was a new Red Cedar Management position in Q1 2020.
Charles Schwab made up 3.62% of Red Cedar Management's portfolio in Q1 2020, its #12 holding.
1,072 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Red Cedar Management's 13F filing for Q1 2020, filed 15 May 2020.