Rappaport Reiches Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Rappaport Reiches Capital Management’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,862	Closed	-$238K	–	80
2023 Q1	$238K	Sell	8,862 -1,436	-14%	-$37.8K	0.11%	72
2022 Q4	$267K	Sell	10,298 -2,294	-18%	-$60K	0.13%	64
2022 Q3	$326K	Sell	12,592 -1,986	-14%	-$55.2K	0.17%	51
2022 Q2	$407K	Sell	14,578 -284	-2%	-$8.24K	0.2%	48
2022 Q1	$451K	Buy	+14,862	New	+$456K	0.24%	46

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Rappaport Reiches Capital Management's SCHP Position: Q2 2023 in Review

Rappaport Reiches Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 8,862 shares — an estimated $238K sold.

Rappaport Reiches Capital Management first reported a position in SCHP in Q1 2022 and held it in 5 quarters. The position peaked at $451K in Q1 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Rappaport Reiches Capital Management reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Rappaport Reiches Capital Management sold 8,862 Schwab US TIPS ETF shares in Q2 2023, an estimated $238K.
Rappaport Reiches Capital Management first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 5 quarters.
Rappaport Reiches Capital Management's Schwab US TIPS ETF position peaked at $451K in Q1 2022.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Rappaport Reiches Capital Management's 13F filing for Q2 2023, filed 23 Aug 2023.