Rappaport Reiches Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Rappaport Reiches Capital Management, LLC
- $376 Billion
- Q3 2024
A detailed history of Rappaport Reiches Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rappaport Reiches Capital Management, LLC holds 10,291 shares of SCHZ stock, worth $233,914. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,291
Previous 11,365
9.45%
Holding current value
$233,914
Previous $518 Million
5.59%
% of portfolio
0.13%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio