RED CEDAR INVESTMENT MANAGEMENT, LLC SCHX Holdings History
RED CEDAR INVESTMENT MANAGEMENT, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, RED CEDAR INVESTMENT MANAGEMENT, LLC held 723,045.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $15.96 Mil. This investment constitutes 2.21% of their stock portfolio, and RED CEDAR INVESTMENT MANAGEMENT, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q3. And since then RED CEDAR INVESTMENT MANAGEMENT, LLC has made 16 purchases of SCHX, at an average price of $33.41, for a total of 2.33 Mil shares. In addition, there have been 7 sales at an average price of $42.87 for 1.61 Mil shares. Based on historical transaction data and SCHX's current price of $24.98, RED CEDAR INVESTMENT MANAGEMENT, LLC's estimated gain on his SCHX holdings is $9.13 Mil, reflecting a 11.72% gain to date.
RED CEDAR INVESTMENT MANAGEMENT, LLC SCHX ($24.98) Holding Chart
RED CEDAR INVESTMENT MANAGEMENT, LLC SCHX ($24.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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