Rappaport Reiches Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.07M | Buy |
235,624
+2,820
| +1% | +$60.7K | 1.27% | 16 |
|
|
2024
Q4 | $5.28M | Buy |
232,804
+7,666
| +3% | +$174K | 1.36% | 15 |
|
|
2024
Q3 | $4.99M | Buy |
225,138
+32,139
| +17% | +$713K | 1.33% | 17 |
|
|
2024
Q2 | $4.04M | Buy |
192,999
+1,335
| +0.7% | +$28K | 1.19% | 18 |
|
|
2024
Q1 | $3.9M | Buy |
191,664
+14,652
| +8% | +$298K | 1.22% | 16 |
|
|
2023
Q4 | $3.28M | Buy |
177,012
+10,065
| +6% | +$187K | 1.2% | 16 |
|
|
2023
Q3 | $2.77M | Sell |
166,947
-18,885
| -10% | -$314K | 1.17% | 16 |
|
|
2023
Q2 | $3.2M | Buy |
185,832
+32,967
| +22% | +$568K | 1.34% | 14 |
|
|
2023
Q1 | $2.44M | Sell |
152,865
-3,588
| -2% | -$57.2K | 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% | +$5.33K | 1.12% | 17 |
|
|
2022
Q2 | $2.31M | Sell |
157,080
-2,697
| -2% | -$39.7K | 1.16% | 14 |
|
|
2022
Q1 | $2.84M | Buy |
159,777
+143,823
| +901% | +$2.56M | 1.52% | 12 |
|
|
2021
Q4 | $300K | Buy |
15,954
+246
| +2% | +$4.63K | 0.26% | 45 |
|
|
2021
Q3 | $272K | Sell |
15,708
-5,802
| -27% | -$100K | 0.27% | 45 |
|
|
2021
Q2 | $374K | Buy |
+21,510
| New | +$374K | 0.39% | 37 |
|