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Rappaport Reiches Capital Management, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rappaport Reiches Capital Management, LLC on SCHZ, newest first. How the timeline and the estimate are built.

Rappaport Reiches Capital Management, LLC held 17,672 SCHZ 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 17,672 shares
    Change vs previous 13F -61 shares

    0.1% of the 13F portfolio, value $409,295.

    13F-HR 0001990195-25-000002 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 17,733 shares
    Change vs previous 13F +7,442 shares

    0.1% of the 13F portfolio, value $402,534.

    13F-HR 0001990195-25-000001 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 10,291 shares
    Change vs previous 13F -1,074 shares

    0.13% of the 13F portfolio, value $489,033.

    13F-HR 0001990195-24-000008 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 11,365 shares
    Change vs previous 13F -1,225 shares

    0.15% of the 13F portfolio, value $518,003.

    13F-HR 0001990195-24-000006 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,590 shares
    Change vs previous 13F -2,365 shares

    0.18% of the 13F portfolio, value $579,138.

    13F-HR 0001990195-24-000005 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 14,955 shares
    Change vs previous 13F -678 shares

    0.26% of the 13F portfolio, value $697,218.

    13F-HR 0001990195-24-000002 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 15,633 shares
    Change vs previous 13F -351 shares

    0.29% of the 13F portfolio, value $691,428.

    13F-HR 0001990195-23-000013 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 15,984 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $737,828.

    13F-HR 0001990195-23-000011 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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