Rappaport Reiches Capital Management »

Schwab Charles Family shares owned by Rappaport Reiches Capital Management

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Rappaport Reiches Capital Management from 13F filings

Historical chart of Rappaport Reiches Capital Management investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Rappaport Reiches Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Charles Family by Rappaport Reiches Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 11M 1.00
2023-12-31 $14M 14M 1.00
2023-09-30 $14M 14M 1.00
2023-06-30 $14M 14M 1.00
2023-03-31 $14M 14M 1.00
2022-06-30 $12M 12M 1.00

More positions owned by Rappaport Reiches Capital Management

Vanguard Short-Term Corporate Bond Index ETF Etf (VCSH)
Vanguard Total Bond Market Index ETF Etf (BND)
DFA US Core Equity Market ETF Etf (DFAU)
Vanguard Short-Term Inflation-Protected Secs ETF Etf (VTIP)
Apple Stock (AAPL)
Vanguard Total Int'l Bond Index ETF Etf (BNDX)
DFA Int'l Core Equity Market ETF Etf (DFAI)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Etf (SPY)
CME Group Stock (CME)
Powershares QQQ Trust Etf (QQQ)
Microsoft Corp Stock (MSFT)
DFA Emerging Core Equity Market ETF Etf (DFAE)

View all positions for Rappaport Reiches Capital Management

Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management
Titleist Asset Management
Narus Financial Partners

View all funds holding Schwab Charles Family