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Rappaport Reiches Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rappaport Reiches Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$409K Sell
17,672
-61
-0.3% -$1.4K 0.1% 69
2024
Q4 		$403K Sell
17,733
-2,849
-14% -$65.8K 0.1% 68
2024
Q3 		$489K Sell
20,582
-2,148
-9% -$50.3K 0.13% 60
2024
Q2 		$518K Sell
22,730
-2,450
-10% -$55.5K 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% -$30.3K 0.26% 41
2023
Q3 		$691K Sell
31,266
-702
-2% -$15.9K 0.29% 37
2023
Q2 		$738K Sell
31,968
-7,934
-20% -$185K 0.31% 38
2023
Q1 		$936K Sell
39,902
-11,484
-22% -$267K 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% -$73.6K 0.68% 22
2022
Q2 		$1.5M Sell
62,590
-32,400
-34% -$784K 0.75% 20
2022
Q1 		$2.4M Sell
94,990
-23,296
-20% -$605K 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% +$293K 3.02% 6
2021
Q2 		$2.78M Buy
+101,816
New +$2.76M 2.92% 7

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rappaport Reiches Capital Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.34% in Q1 2025, selling an estimated $1.4K and leaving 17,672 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #69.

Rappaport Reiches Capital Management first reported a position in SCHZ in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.19M in Q4 2021. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Rappaport Reiches Capital Management held 17,672 shares of Schwab US Aggregate Bond ETF worth $409K as of Q1 2025.
  • Rappaport Reiches Capital Management sold 61 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $1.4K.
  • Schwab US Aggregate Bond ETF made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #69 holding.
  • Rappaport Reiches Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and has held it in 16 quarters since.
  • Rappaport Reiches Capital Management's Schwab US Aggregate Bond ETF position peaked at $3.19M in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

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