Q3 2024 |
240 |
$213M |
+$1.43M |
-$12.8M |
-$11.4M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
10/23/2024, 11:13 AM |
Q2 2024 |
206 |
$211M |
+$7.39M |
-$5.24M |
+$2.15M |
SCHX, AAPL, SPY, SCHM, SCHA
|
13F-HR |
7/25/2024, 02:52 PM |
Q1 2024 |
217 |
$208M |
+$9.14M |
-$11M |
-$1.89M |
SCHX, SCHM, SCHA, AAPL, SPY
|
13F-HR |
4/15/2024, 04:39 PM |
Q4 2023 |
195 |
$196M |
+$5.39M |
-$3.76M |
+$1.62M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
2/7/2024, 11:23 AM |
Q3 2023 |
194 |
$175M |
+$1.85M |
-$3.11M |
-$1.26M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
10/13/2023, 10:38 AM |
Q2 2023 |
199 |
$184M |
+$6.37M |
-$4.32M |
+$2.06M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
7/20/2023, 10:03 AM |
Q1 2023 |
181 |
$172M |
+$4.98M |
-$8.04M |
-$3.06M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
5/4/2023, 11:33 AM |
Q4 2022 |
177 |
$168M |
+$5.02M |
-$2.04M |
+$2.98M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
2/10/2023, 10:02 AM |
Q3 2022 |
169 |
$152M |
+$10.5M |
-$4.78M |
+$5.71M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
11/2/2022, 09:08 AM |
Q2 2022 |
167 |
$157M |
+$6.57M |
-$6.31M |
+$267K |
SCHX, AAPL, SPY, SCHM, SCHA
|
13F-HR |
8/3/2022, 12:22 PM |
Q1 2022 |
178 |
$188M |
+$23.1M |
-$6.4M |
+$16.7M |
SCHX, AAPL, SCHM, SPY, SCHA
|
13F-HR |
4/20/2022, 09:15 AM |
Q4 2021 |
186 |
$196M |
+$7.14M |
-$9.21M |
-$2.07M |
SCHX, AAPL, SCHM, SPY, SCHA
|
13F-HR |
2/8/2022, 05:29 PM |
Q3 2021 |
173 |
$182M |
+$1.99M |
-$3.36M |
-$1.38M |
SCHX, AAPL, SCHM, SCHA, SPY
|
13F-HR |
11/4/2021, 08:55 AM |
Q2 2021 |
198 |
$184M |
+$2.09M |
-$2.92M |
-$831K |
SCHX, SCHM, AAPL, SCHA, SPY
|
13F-HR |
8/4/2021, 12:56 PM |
Q1 2021 |
167 |
$174M |
+$3.8M |
-$3.13M |
+$671K |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
4/30/2021, 10:34 AM |
Q4 2020 |
159 |
$162M |
+$2.69M |
-$9.51M |
-$6.83M |
SCHX, SCHM, AAPL, SCHA, SPY
|
13F-HR |
2/5/2021, 08:57 AM |
Q3 2020 |
162 |
$148M |
+$8.17M |
-$1.95M |
+$6.22M |
SCHX, SCHM, AAPL, SPY, SCHA
|
13F-HR |
10/23/2020, 04:05 PM |
Q2 2020 |
152 |
$136M |
+$5.9M |
-$3.87M |
+$2.04M |
SCHX, SCHM, AAPL, SPY, SCHA
|
13F-HR |
7/27/2020, 10:04 AM |
Q1 2020 |
150 |
$112M |
+$8.17M |
-$8.21M |
-$42.1K |
SCHX, SCHM, SPY, AAPL, SCHA
|
13F-HR |
4/27/2020, 01:18 PM |
Q4 2019 |
145 |
$144M |
+$3.93M |
-$4.96M |
-$1.03M |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
1/30/2020, 01:14 PM |
Q3 2019 |
153 |
$134M |
+$1.51M |
-$3.17M |
-$1.67M |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
10/21/2019, 04:42 PM |
Q2 2019 |
153 |
$134M |
+$2.25M |
-$1.24M |
+$1.01M |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
7/24/2019, 09:36 AM |
Q1 2019 |
159 |
$129M |
+$5.26M |
-$2.38M |
+$2.88M |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
4/17/2019, 09:27 AM |
Q4 2018 |
156 |
$113M |
+$3.34M |
-$4.04M |
-$707K |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
2/5/2019, 11:20 AM |
Q3 2018 |
165 |
$134M |
+$939K |
-$12.1M |
-$11.2M |
SCHX, SCHM, SCHA, SPY, AAPL
|
13F-HR |
10/22/2018, 03:40 PM |
Q2 2018 |
177 |
$136M |
+$6.15M |
-$5.59M |
+$558K |
SCHX, SCHM, SCHA, SPY, MDY
|
13F-HR |
7/18/2018, 04:05 PM |
Q1 2018 |
183 |
$132M |
+$2.41M |
-$3.3M |
-$890K |
SCHX, SCHM, SCHA, SPY, MDY
|
13F-HR |
5/3/2018, 12:17 PM |
Q4 2017 |
157 |
$136M |
+$733K |
-$9.91M |
-$9.18M |
SCHX, SCHM, SCHA, SPY, MDY
|
13F-HR |
1/16/2018, 03:54 PM |
Q3 2017 |
185 |
$136M |
+$1.41M |
-$2.33M |
-$925K |
SCHX, SCHM, SCHA, MDY, SPY
|
13F-HR |
10/17/2017, 02:14 PM |
Q2 2017 |
168 |
$133M |
+$5.86M |
-$2.18M |
+$3.67M |
SCHX, SCHM, SCHA, MDY, SPY
|
13F-HR |
7/13/2017, 02:13 PM |
Q1 2017 |
169 |
$126M |
+$3.88M |
-$4.42M |
-$532K |
SCHX, SCHM, MDY, SCHA, SPY
|
13F-HR |
4/19/2017, 01:54 PM |
Q4 2016 |
175 |
$121M |
+$3.11M |
-$5.11M |
-$1.99M |
SCHX, SCHM, MDY, SPY, SCHA
|
13F-HR |
1/12/2017, 03:16 PM |
Q3 2016 |
159 |
$119M |
+$9.42M |
-$3.99M |
+$5.44M |
SCHX, SCHM, IVV, MDY, SPY
|
13F-HR |
10/17/2016, 10:50 AM |
Q2 2016 |
164 |
$111M |
+$4.01M |
-$7.71M |
-$3.7M |
IVV, SCHM, SPY, MDY, SCHX
|
Restatement |
7/19/2016, 04:47 PM |
Q1 2016 |
159 |
$113M |
+$9.4M |
-$8.76M |
+$635K |
IVV, SPY, EFA, SCHM, MDY
|
13F-HR |
4/26/2016, 11:07 AM |
Q4 2015 |
158 |
$111M |
+$4.09M |
-$4.09M |
-$7.38K |
IVV, SPY, MDY, EFA, IWR
|
13F-HR |
1/14/2016, 05:14 PM |
Q3 2015 |
144 |
$106M |
+$4.17M |
-$4.36M |
-$186K |
IVV, EFA, MDY, SPY, IWR
|
13F-HR |
10/19/2015, 01:13 PM |
Q2 2015 |
143 |
$117M |
+$4.81M |
-$1.83M |
+$2.98M |
IVV, EFA, SPY, MDY, IWR
|
13F-HR |
7/16/2015, 10:46 AM |
Q1 2015 |
148 |
$114M |
+$5.05M |
-$7.41M |
-$2.35M |
IVV, MDY, SPY, IWR, EFA
|
13F-HR |
4/16/2015, 11:13 AM |
Q4 2014 |
149 |
$115M |
+$2.5M |
-$5.39M |
-$2.89M |
IVV, SPY, MDY, IWR, EFA
|
13F-HR |
1/14/2015, 10:12 AM |
Q3 2014 |
148 |
$113M |
+$598K |
-$2.25M |
-$1.65M |
IVV, SPY, MDY, IWR, EFA
|
13F-HR |
10/15/2014, 11:32 AM |
Q2 2014 |
168 |
$116M |
+$3.97M |
-$804K |
+$3.17M |
IVV, MDY, SPY, IWR, EFA
|
13F-HR |
7/16/2014, 10:42 AM |
Q1 2014 |
153 |
$111M |
$0 |
$0 |
|
MDY, IVV, SPY, EFA, IWR
|
Restatement |
4/17/2014, 02:51 PM |