Rappaport Reiches Capital Management, LLC: SCHB position timeline

Rappaport Reiches Capital Management, LLC held 235,624 SCHB shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 235,624 shares

   Change vs previous 13F +2,820 shares

   1.27% of the 13F portfolio, value $5,072,990.

   13F-HR 0001990195-25-000002 filed by Rappaport Reiches Capital Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 232,804 shares

   Change vs previous 13F +157,758 shares

   1.36% of the 13F portfolio, value $5,284,651.

   13F-HR 0001990195-25-000001 filed by Rappaport Reiches Capital Management, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 75,046 shares

   Change vs previous 13F +10,713 shares

   1.33% of the 13F portfolio, value $4,992,079.

   13F-HR 0001990195-24-000008 filed by Rappaport Reiches Capital Management, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 64,333 shares

   Change vs previous 13F +445 shares

   1.19% of the 13F portfolio, value $4,044,616.

   13F-HR 0001990195-24-000006 filed by Rappaport Reiches Capital Management, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 63,888 shares

   Change vs previous 13F +4,884 shares

   1.22% of the 13F portfolio, value $3,900,363.

   13F-HR 0001990195-24-000005 filed by Rappaport Reiches Capital Management, LLC
   Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 59,004 shares

   Change vs previous 13F +3,355 shares

   1.2% of the 13F portfolio, value $3,284,755.

   13F-HR 0001990195-24-000002 filed by Rappaport Reiches Capital Management, LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 55,649 shares

   Change vs previous 13F -6,295 shares

   1.17% of the 13F portfolio, value $2,774,079.

   13F-HR 0001990195-23-000013 filed by Rappaport Reiches Capital Management, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F 61,944 shares

   Change vs previous 13F not available

   1.34% of the 13F portfolio, value $3,202,524.

   13F-HR 0001990195-23-000011 filed by Rappaport Reiches Capital Management, LLC
   Filed 2023-08-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).