Rappaport Reiches Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $409K | Sell |
|
|||||
|
2024
Q4 | $403K | Sell |
|
|||||
|
2024
Q3 | $489K | Sell |
|
|||||
|
2024
Q2 | $518K | Sell |
|
|||||
|
2024
Q1 | $579K | Sell |
|
|||||
|
2023
Q4 | $697K | Sell |
|
|||||
|
2023
Q3 | $691K | Sell |
|
|||||
|
2023
Q2 | $738K | Sell |
|
|||||
|
2023
Q1 | $936K | Sell |
|
|||||
|
2022
Q4 | $1.17M | Sell |
|
|||||
|
2022
Q3 | $1.35M | Sell |
|
|||||
|
2022
Q2 | $1.5M | Sell |
|
|||||
|
2022
Q1 | $2.4M | Sell |
|
|||||
|
2021
Q4 | $3.19M | Buy |
|
|||||
|
2021
Q3 | $3.05M | Buy |
|
|||||
|
2021
Q2 | $2.78M | Buy |
|