Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 100 | $1.24B | +$462M | -$10.5M | +$452M | SCHX, IJH, VUG, IJR, VTV | 13F-HR | 1/23/2025, 02:00 PM |
Q3 2024 | 104 | $1.22B | +$7M | -$10.5M | -$3.46M | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 10/29/2024, 10:40 AM |
Q2 2024 | 101 | $1.15B | +$35.2M | -$8.18M | +$27M | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 8/2/2024, 02:04 PM |
Q1 2024 | 102 | $1.11B | +$69.3M | -$15.3M | +$53.9M | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 4/30/2024, 09:58 AM |
Q4 2023 | 101 | $1.03B | +$32.3M | -$9.16M | +$23.1M | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 1/18/2024, 11:31 AM |
Q3 2023 | 98 | $902M | +$9.82M | -$16M | -$6.18M | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 10/12/2023, 11:34 AM |
Q2 2023 | 98 | $945M | +$18M | -$10.9M | +$7.12M | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 7/27/2023, 12:00 PM |
Q1 2023 | 95 | $882M | +$44.6M | -$29.5M | +$15.1M | SCHX, IJH, VTV, VUG, IJR | 13F-HR | 4/18/2023, 02:51 PM |
Q4 2022 | 94 | $821M | +$56.1M | -$15.8M | +$40.3M | SCHX, VTV, IJH, VUG, IJR | 13F-HR | 1/31/2023, 01:38 PM |
Q3 2022 | 88 | $730M | +$28.6M | -$15.1M | +$13.5M | SCHX, VTV, IJH, VUG, IJR | 13F-HR | 10/27/2022, 11:25 AM |
Q2 2022 | 88 | $757M | +$61.2M | -$26.1M | +$35.1M | SCHX, VTV, IJH, VUG, VEU | 13F-HR | 7/25/2022, 02:36 PM |
Q1 2022 | 75 | $859M | +$246M | -$56.8M | +$189M | SCHX, VTV, VUG, IJH, IJR | 13F-HR | 5/2/2022, 12:07 PM |
Q4 2021 | 76 | $939M | +$70.9M | -$6.68M | +$64.2M | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 1/24/2022, 11:54 AM |
Q3 2021 | 71 | $813M | +$12.1M | -$5.46M | +$6.59M | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 11/8/2021, 12:55 PM |
Q2 2021 | 70 | $812M | +$7.68M | -$9.43M | -$1.75M | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 8/16/2021, 09:02 AM |
Q1 2021 | 67 | $762M | +$5.22M | -$18M | -$12.8M | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 4/29/2021, 01:07 PM |
Q4 2020 | 70 | $729M | +$42.5M | -$12.1M | +$30.4M | SCHX, VUG, VTV, IJH, VEU | 13F-HR | 1/28/2021, 10:45 AM |
Q3 2020 | 68 | $611M | +$20.6M | -$6.23M | +$14.4M | SCHX, VUG, VTV, VEU, IJH | 13F-HR | 10/26/2020, 01:10 PM |
Q2 2020 | 70 | $555M | +$20.5M | -$90.9M | -$70.4M | SCHX, VUG, VTV, VEU, IJH | 13F-HR | 7/16/2020, 11:15 AM |
Q1 2020 | 68 | $530M | +$10.6M | -$65.5M | -$55M | SCHX, JPST, VEU, VUG, VTV | 13F-HR | 4/16/2020, 01:09 PM |
Q4 2019 | 67 | $729M | +$18.4M | -$7.02M | +$11.4M | SCHX, VEU, JPST, VTV, VUG | 13F-HR | 1/30/2020, 01:18 PM |
Q3 2019 | 65 | $671M | +$11.8M | -$17M | -$5.21M | SCHX, VEU, JPST, VTV, VUG | 13F-HR | 11/4/2019, 09:33 AM |
Q2 2019 | 71 | $675M | +$22.2M | -$11.1M | +$11.1M | SCHX, VEU, JPST, VTV, VUG | 13F-HR | 7/24/2019, 11:53 AM |
Q1 2019 | 76 | $646M | +$32.6M | -$47.4M | -$14.8M | SCHX, JPST, VEU, VTV, VUG | 13F-HR | 4/25/2019, 09:05 AM |
Q4 2018 | 75 | $599M | +$164M | -$4.61M | +$160M | SCHX, JPST, VEU, VTV, VUG | 13F-HR | 1/28/2019, 01:11 PM |
Q3 2018 | 58 | $508M | +$20.9M | -$4.99M | +$15.9M | SCHX, VEU, VTV, VUG, VOO | 13F-HR | 10/22/2018, 11:58 AM |
Q2 2018 | 55 | $466M | +$7.17M | -$2.82M | +$4.35M | SCHX, VEU, VTV, VUG, VOE | 13F-HR | 7/26/2018, 09:47 AM |
Q1 2018 | 55 | $453M | +$4.49M | -$61.3M | -$56.8M | SCHX, VEU, VTV, VUG, VOE | 13F-HR | 4/26/2018, 10:39 AM |
Q4 2017 | 60 | $515M | +$72.8M | -$36.8M | +$35.9M | SCHX, VEU, VTV, VUG, QAI | 13F-HR | 2/5/2018, 10:10 AM |
Q3 2017 | 56 | $456M | +$8.9M | -$1.45M | +$7.45M | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 11/1/2017, 11:51 AM |
Q2 2017 | 56 | $435M | +$20.4M | -$180K | +$20.3M | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 7/27/2017, 11:42 AM |
Q1 2017 | 54 | $408M | +$12.2M | -$14.4M | -$2.17M | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 4/24/2017, 11:53 AM |
Q4 2016 | 47 | $390M | +$42M | -$7.61M | +$34.4M | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 1/26/2017, 10:18 AM |
Q3 2016 | 45 | $348M | +$21.8M | -$79.6K | +$21.8M | SCHX, AMJ, VTV, VUG, EMB | 13F-HR | 10/27/2016, 02:13 PM |
Q2 2016 | 43 | $316M | +$19.8M | -$801K | +$19M | SCHX, AMJ, VTV, VUG, EMB | Restatement | 8/4/2016, 02:15 PM |
Q1 2016 | 46 | $286M | +$14M | -$35.8M | -$21.8M | SCHX, AMJ, VUG, VTV, EMB | 13F-HR | 5/9/2016, 09:45 AM |
Q4 2015 | 61 | $307M | +$48.8M | -$34.1M | +$14.6M | SCHX, AMJ, VWO, EMB, VUG | 13F-HR | 1/28/2016, 01:17 PM |
Q3 2015 | 43 | $281M | +$74.4M | -$1.38M | +$73M | SCHX, AMJ, VUG, EMB, VTV | 13F-HR | 11/5/2015, 09:51 AM |
Q2 2015 | 42 | $213M | +$5.29M | -$1.8M | +$3.49M | SCHX, VUG, VTV, IWF, VV | 13F-HR | 8/13/2015, 10:36 AM |
Q1 2015 | 38 | $210M | +$7.04M | -$63.2M | -$56.2M | SCHX, VUG, VTV, IWF, VV | 13F-HR | 5/11/2015, 03:19 PM |
Q4 2014 | 44 | $263M | +$57.6M | -$4.57M | +$53.1M | SCHX, EMB, VUG, VTV, SCHE | 13F-HR | 1/22/2015, 11:56 AM |
Q3 2014 | 35 | $202M | +$1.99M | -$7.02M | -$5.02M | SCHX, VUG, VTV, VV, IWF | 13F-HR | 10/16/2014, 12:53 PM |
Q2 2014 | 37 | $206M | +$24.3M | -$1.76M | +$22.5M | SCHX, VUG, VTV, BOND, VV | 13F-HR | 7/31/2014, 02:00 PM |
Q1 2014 | 36 | $176M | +$7.3M | -$41.9M | -$34.6M | SCHX, VUG, VTV, VV, IWF | 13F-HR | 4/28/2014, 04:33 PM |
Q4 2013 | 37 | $207M | $0 | $0 | SCHX, EBND, VUG, VTV, HYMB | 13F-HR | 1/23/2014, 02:19 PM |