SEC 13F Intelligence

Rappaport Reiches Capital Management, LLC / SCHB

Rappaport Reiches Capital Management, LLC’s Schwab Strategic Tr Position

Does Rappaport Reiches Capital Management, LLC own Schwab Strategic Tr (SCHB)? Yes — 235.6K shares worth $5M (+1.27% of its 13F portfolio) as of Q1 2025, up from 232.8K shares the prior filed quarter.

Position Value
$5M
Q1 2025
Shares
235.6K
% of Portfolio
+1.27%
Quarters Held
8
currently held

Position History SCHB

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025235.6K$5M+1.27%
Q4 2024232.8K$5M+1.36%
Q3 202475.0K$5M+1.33%
Q2 202464.3K$4M+1.19%
Q1 202463.9K$4M+1.22%
Q4 202359.0K$3M+1.20%
Q3 202355.6K$3M+1.17%
Q2 202361.9K$3M+1.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rappaport Reiches Capital Management, LLC’s full portfolio or all institutional holders of SCHB.