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Rappaport Reiches Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Rappaport Reiches Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.07M Buy
235,624
+2,820
+1% +$64.1K 1.27% 16
2024
Q4 		$5.28M Buy
232,804
+7,666
+3% +$175K 1.36% 15
2024
Q3 		$4.99M Buy
225,138
+32,139
+17% +$686K 1.33% 17
2024
Q2 		$4.04M Buy
192,999
+1,335
+0.7% +$27K 1.19% 18
2024
Q1 		$3.9M Buy
191,664
+14,652
+8% +$284K 1.22% 16
2023
Q4 		$3.28M Buy
177,012
+10,065
+6% +$174K 1.2% 16
2023
Q3 		$2.77M Sell
166,947
-18,885
-10% -$327K 1.17% 16
2023
Q2 		$3.2M Buy
185,832
+32,967
+22% +$537K 1.34% 14
2023
Q1 		$2.44M Sell
152,865
-3,588
-2% -$56.1K 1.08% 15
2022
Q4 		$2.34M Sell
156,453
-1,008
-0.6% -$15.1K 1.15% 15
2022
Q3 		$2.2M Buy
157,461
+381
+0.2% +$5.93K 1.12% 17
2022
Q2 		$2.31M Sell
157,080
-2,697
-2% -$43.3K 1.16% 14
2022
Q1 		$2.84M Buy
159,777
+143,823
+901% +$2.52M 1.52% 12
2021
Q4 		$300K Buy
15,954
+246
+2% +$4.53K 0.26% 45
2021
Q3 		$272K Sell
15,708
-5,802
-27% -$103K 0.27% 45
2021
Q2 		$374K Buy
+21,510
New +$364K 0.39% 37

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Rappaport Reiches Capital Management's SCHB Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q1 2025, buying an estimated $64.1K and bringing the position to 235,624 shares worth $5.07M. The position accounts for 1.27% of the portfolio, ranked #16.

Rappaport Reiches Capital Management first reported a position in SCHB in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.28M in Q4 2024. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Rappaport Reiches Capital Management held 235,624 shares of Schwab US Broad Market ETF worth $5.07M as of Q1 2025.
  • Rappaport Reiches Capital Management bought 2,820 Schwab US Broad Market ETF shares in Q1 2025, an estimated $64.1K.
  • Schwab US Broad Market ETF made up 1.27% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #16 holding.
  • Rappaport Reiches Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 16 quarters since.
  • Rappaport Reiches Capital Management's Schwab US Broad Market ETF position peaked at $5.28M in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.