Rappaport Reiches Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $409K | Sell |
17,672
-61
| -0.3% | -$1.41K | 0.1% | 69 |
|
|
2024
Q4 | $403K | Sell |
17,733
-2,849
| -14% | -$64.7K | 0.1% | 68 |
|
|
2024
Q3 | $489K | Sell |
20,582
-2,148
| -9% | -$51K | 0.13% | 60 |
|
|
2024
Q2 | $518K | Sell |
22,730
-2,450
| -10% | -$55.8K | 0.15% | 54 |
|
|
2024
Q1 | $579K | Sell |
25,180
-4,730
| -16% | -$109K | 0.18% | 58 |
|
|
2023
Q4 | $697K | Sell |
29,910
-1,356
| -4% | -$31.6K | 0.26% | 41 |
|
|
2023
Q3 | $691K | Sell |
31,266
-702
| -2% | -$15.5K | 0.29% | 37 |
|
|
2023
Q2 | $738K | Sell |
31,968
-7,934
| -20% | -$183K | 0.31% | 38 |
|
|
2023
Q1 | $936K | Sell |
39,902
-11,484
| -22% | -$269K | 0.42% | 32 |
|
|
2022
Q4 | $1.17M | Sell |
51,386
-8,112
| -14% | -$185K | 0.58% | 24 |
|
|
2022
Q3 | $1.35M | Sell |
59,498
-3,092
| -5% | -$70K | 0.68% | 22 |
|
|
2022
Q2 | $1.5M | Sell |
62,590
-32,400
| -34% | -$775K | 0.75% | 20 |
|
|
2022
Q1 | $2.4M | Sell |
94,990
-23,296
| -20% | -$589K | 1.28% | 14 |
|
|
2021
Q4 | $3.19M | Buy |
118,286
+5,782
| +5% | +$156K | 2.74% | 7 |
|
|
2021
Q3 | $3.05M | Buy |
112,504
+10,688
| +10% | +$290K | 3.02% | 6 |
|
|
2021
Q2 | $2.78M | Buy |
+101,816
| New | +$2.78M | 2.92% | 7 |
|