Q3 2024 |
85 |
$182M |
+$3.85M |
-$12.6M |
-$8.77M |
SCHE, VGK, IVV, REET, JCPB
|
13F-HR |
11/12/2024, 10:30 AM |
Q2 2024 |
83 |
$178M |
+$10.8M |
-$3.92M |
+$6.93M |
SCHE, VGK, IVV, REET, SCHX
|
13F-HR |
8/9/2024, 02:33 PM |
Q1 2024 |
82 |
$172M |
+$12.5M |
-$23.4M |
-$10.8M |
SCHE, VGK, IVV, SCHX, REET
|
13F-HR |
5/10/2024, 03:06 PM |
Q4 2023 |
79 |
$176M |
+$42.1M |
-$5.21M |
+$36.8M |
SCHE, VGK, JCPB, BNDX, IVV
|
13F-HR |
2/13/2024, 01:29 PM |
Q3 2023 |
78 |
$129M |
+$6.52M |
-$3.33M |
+$3.18M |
SCHE, VGK, IVV, REET, PAYX
|
13F-HR |
11/9/2023, 05:21 PM |
Q2 2023 |
74 |
$130M |
+$3.26M |
-$2.44M |
+$823K |
SCHE, VGK, IVV, REET, SCHX
|
13F-HR |
8/11/2023, 02:02 PM |
Q1 2023 |
71 |
$125M |
+$1.51M |
-$25.5M |
-$24M |
SCHE, VGK, IVV, REET, SCHX
|
13F-HR |
5/12/2023, 11:43 AM |
Q4 2022 |
73 |
$141M |
+$14.6M |
-$1.65M |
+$13M |
SCHE, VGK, BNDX, IVV, REET
|
13F-HR |
2/10/2023, 01:54 PM |
Q3 2022 |
68 |
$121M |
+$5.91M |
-$26.4M |
-$20.5M |
SCHE, VGK, IVV, BNDX, PAYX
|
13F-HR |
11/1/2022, 07:53 PM |
Q2 2022 |
77 |
$152M |
+$29.5M |
-$8.77M |
+$20.7M |
SCHE, VGK, BNDX, IVV, JCPB
|
13F-HR |
7/25/2022, 12:10 PM |
Q1 2022 |
79 |
$153M |
+$17.2M |
-$8.67M |
+$8.5M |
SCHE, VGK, IVV, SCHX, PAYX
|
13F-HR |
5/9/2022, 03:49 PM |
Q4 2021 |
79 |
$162M |
+$11.9M |
-$26.5M |
-$14.6M |
SCHE, VGK, SCHX, IVV, SCHZ
|
13F-HR |
1/21/2022, 03:40 PM |
Q3 2021 |
80 |
$166M |
+$24.7M |
-$8.44M |
+$16.3M |
SCHE, IVV, VGK, SCHX, SCHZ
|
13F-HR |
10/21/2021, 01:02 PM |
Q2 2021 |
87 |
$152M |
+$9.1M |
-$7.18M |
+$1.91M |
SCHE, VGK, SCHX, IVV, SCHZ
|
13F-HR |
8/4/2021, 01:16 PM |
Q1 2021 |
79 |
$141M |
+$13.6M |
-$8.15M |
+$5.44M |
SCHE, VGK, SCHX, SCHZ, IVV
|
13F-HR |
4/28/2021, 04:22 PM |
Q4 2020 |
68 |
$130M |
+$4.36M |
-$11.4M |
-$7.03M |
SCHE, SCHX, VGK, SCHZ, IVV
|
13F-HR |
2/10/2021, 12:09 PM |
Q3 2020 |
59 |
$121M |
+$5.96M |
-$13.1M |
-$7.18M |
SCHE, SCHX, SCHZ, VGK, IVV
|
13F-HR |
11/5/2020, 11:06 AM |
Q2 2020 |
54 |
$123M |
+$3.48M |
-$14.3M |
-$10.8M |
SCHX, SCHZ, SCHE, VGK, IVV
|
13F-HR |
8/14/2020, 09:51 AM |
Q1 2020 |
44 |
$115M |
+$2.92M |
-$35.3M |
-$32.4M |
SCHX, SCHZ, SCHE, VGK, SCHF
|
13F-HR |
5/12/2020, 06:44 PM |
Q4 2019 |
55 |
$182M |
+$13.3M |
-$1.99M |
+$11.3M |
SCHX, SCHF, SCHZ, SCHE, VGK
|
13F-HR |
2/11/2020, 04:27 PM |
Q3 2019 |
48 |
$160M |
+$4.85M |
-$5.04M |
-$192K |
SCHX, SCHF, SCHZ, SCHE, VGK
|
13F-HR |
11/7/2019, 03:31 PM |
Q2 2019 |
53 |
$161M |
+$6.44M |
-$6.72M |
-$282K |
SCHX, SCHF, SCHZ, SCHE, VGK
|
13F-HR |
7/26/2019, 12:52 PM |
Q1 2019 |
57 |
$157M |
+$6.4M |
-$9.14M |
-$2.74M |
SCHX, SCHF, SCHZ, SCHE, VGK
|
Restatement |
4/29/2019, 04:15 PM |
Q4 2018 |
58 |
$145M |
+$21.9M |
-$5.34M |
+$16.6M |
SCHX, SCHZ, SCHF, SCHE, VGK
|
13F-HR |
1/25/2019, 10:56 AM |
Q3 2018 |
57 |
$145M |
+$14M |
-$8.39M |
+$5.58M |
SCHF, SCHZ, SCHX, SCHE, VGK
|
13F-HR |
11/9/2018, 03:01 PM |
Q2 2018 |
57 |
$135M |
+$23.2M |
-$1.23M |
+$21.9M |
SCHF, SCHZ, SCHE, SCHX, IVV
|
13F-HR |
8/1/2018, 09:52 AM |
Q1 2018 |
47 |
$113M |
+$8.74M |
-$2.26M |
+$6.48M |
SCHZ, SCHE, SCHF, IVV, VGK
|
13F-HR |
5/2/2018, 04:39 PM |
Q4 2017 |
54 |
$108M |
$0 |
$0 |
|
SCHE, SCHZ, SCHF, IVV, VGK
|
13F-HR |
2/13/2018, 04:26 PM |