Q3 2024 |
60 |
$203M |
+$33.5M |
-$30.3M |
+$3.23M |
SCHX, ITOT, COWZ, SPY, VV
|
13F-HR |
10/21/2024, 03:01 PM |
Q2 2024 |
57 |
$189M |
+$28.4M |
-$21.4M |
+$7M |
SCHX, ITOT, COWZ, SCHM, SCHA
|
13F-HR |
7/17/2024, 07:28 PM |
Q1 2024 |
59 |
$184M |
+$34.1M |
-$34M |
+$27.8K |
SCHX, SCHM, SCHA, CALF, COWZ
|
13F-HR |
4/22/2024, 10:19 AM |
Q4 2023 |
52 |
$174M |
+$10.3M |
-$11.2M |
-$889K |
SCHX, SCHM, SCHA, CALF, COWZ
|
13F-HR |
1/29/2024, 02:24 PM |
Q3 2023 |
50 |
$159M |
+$9.86M |
-$6.64M |
+$3.22M |
SCHX, SCHM, SCHA, COWZ, CALF
|
13F-HR |
10/23/2023, 05:12 PM |
Q2 2023 |
49 |
$161M |
+$8.53M |
-$8.11M |
+$415K |
SCHX, SCHM, SCHA, COWZ, CALF
|
13F-HR |
7/24/2023, 04:28 PM |
Q1 2023 |
49 |
$155M |
+$16.3M |
-$615K |
+$15.6M |
SCHX, SCHM, SCHA, COWZ, BNDW
|
13F-HR |
4/21/2023, 01:59 PM |
Q4 2022 |
48 |
$134M |
+$17.7M |
-$14.6M |
+$3.06M |
SCHX, SCHM, SCHA, COWZ, BNDW
|
13F-HR |
1/30/2023, 04:49 PM |
Q3 2022 |
48 |
$123M |
+$9.27M |
-$9.46M |
-$185K |
SCHX, SCHM, SCHA, FMB, BNDW
|
13F-HR |
11/3/2022, 05:24 PM |
Q2 2022 |
49 |
$128M |
+$5.47M |
-$7.66M |
-$2.2M |
SCHX, SCHM, SCHA, FMB, BNDW
|
13F-HR |
8/1/2022, 06:48 PM |
Q1 2022 |
51 |
$152M |
+$36.2M |
-$4.33M |
+$31.9M |
SCHX, SCHA, SCHM, BNDW, FMB
|
13F-HR |
4/19/2022, 05:43 PM |
Q4 2021 |
53 |
$156M |
+$7.23M |
-$13.9M |
-$6.65M |
SCHX, SCHA, SCHM, IVV, FMB
|
13F-HR |
1/11/2022, 08:20 PM |
Q3 2021 |
48 |
$153M |
+$14.5M |
-$5.61M |
+$8.87M |
SCHX, SCHA, SCHM, IVV, IJR
|
13F-HR |
10/12/2021, 12:41 PM |
Q2 2021 |
51 |
$147M |
+$2.48M |
-$11.9M |
-$9.38M |
SCHX, SCHA, SCHM, IVV, IJR
|
13F-HR |
7/22/2021, 03:00 PM |
Q1 2021 |
50 |
$148M |
+$2.02M |
-$3.3M |
-$1.28M |
SCHX, SCHA, SCHM, IJR, IJH
|
13F-HR |
4/14/2021, 12:50 PM |
Q4 2020 |
47 |
$140M |
+$6.88M |
-$10.2M |
-$3.34M |
SCHX, SCHA, SCHM, IJR, IVV
|
13F-HR |
1/15/2021, 04:46 PM |
Q3 2020 |
42 |
$126M |
+$3.11M |
-$7.71M |
-$4.6M |
SCHX, SCHA, SCHM, SPLV, IVV
|
13F-HR |
10/13/2020, 02:14 PM |
Q2 2020 |
42 |
$125M |
+$13.5M |
-$17.7M |
-$4.22M |
SCHX, SCHA, SCHM, SPLV, IVV
|
13F-HR |
7/10/2020, 11:54 AM |
Q1 2020 |
40 |
$114M |
+$10M |
-$5.21M |
+$4.8M |
SCHX, SCHA, SCHM, SPLV, EFAV
|
13F-HR |
4/13/2020, 12:44 PM |
Q4 2019 |
39 |
$133M |
+$11.9M |
-$2.88M |
+$9.04M |
SCHX, SCHA, SCHM, SCHF, SPLV
|
13F-HR |
1/7/2020, 01:45 PM |
Q3 2019 |
39 |
$124M |
+$2.81M |
-$10.8M |
-$7.96M |
SCHX, SCHA, SCHM, SCHF, SCHH
|
13F-HR |
10/23/2019, 05:03 PM |
Q2 2019 |
42 |
$131M |
+$15.5M |
-$8.03M |
+$7.51M |
SCHX, SCHA, SCHM, SCHF, SPLV
|
13F-HR |
7/17/2019, 03:07 PM |
Q1 2019 |
38 |
$116M |
+$12.8M |
-$9.34M |
+$3.5M |
SCHX, SCHF, SCHM, SCHA, SCHH
|
13F-HR |
4/30/2019, 04:08 PM |
Q4 2018 |
36 |
$105M |
+$3.51M |
-$2.42M |
+$1.09M |
SCHX, SCHA, SCHM, SCHF, SCHH
|
13F-HR |
1/29/2019, 03:53 PM |
Q3 2018 |
39 |
$118M |
+$2.84M |
-$5.04M |
-$2.2M |
SCHX, SCHA, SCHM, SCHF, SCHH
|
13F-HR |
10/15/2018, 05:28 PM |
Q2 2018 |
39 |
$117M |
+$16.6M |
-$22.4M |
-$5.78M |
SCHX, SCHA, SCHF, SCHM, SCHH
|
13F-HR |
7/19/2018, 02:50 PM |
Q1 2018 |
39 |
$120M |
+$4.62M |
-$15.8M |
-$11.1M |
SCHX, SCHF, SCHM, SCHA, SCHH
|
13F-HR |
4/17/2018, 05:02 PM |
Q4 2017 |
38 |
$134M |
+$5.3M |
-$2.65M |
+$2.65M |
SCHX, SCHM, SCHA, SCHF, SCHH
|
13F-HR |
1/8/2018, 12:14 PM |
Q3 2017 |
38 |
$127M |
+$6.23M |
-$993K |
+$5.23M |
SCHX, SCHM, SCHA, SCHF, XMLV
|
13F-HR |
10/10/2017, 10:20 AM |
Q2 2017 |
38 |
$117M |
+$4.83M |
-$411K |
+$4.42M |
SCHX, SCHM, SCHA, SCHF, XMLV
|
13F-HR |
7/31/2017, 12:14 PM |
Q1 2017 |
33 |
$110M |
+$7.78M |
-$275K |
+$7.51M |
SCHX, SCHM, SCHA, SCHF, XMLV
|
13F-HR |
4/7/2017, 03:13 PM |
Q4 2016 |
32 |
$101M |
+$6.78M |
-$2.55M |
+$4.23M |
SCHX, SCHM, SCHA, SCHF, XMLV
|
13F-HR |
4/7/2017, 02:41 PM |
Q3 2016 |
34 |
$94.6M |
$0 |
$0 |
|
SCHM, SCHX, SCHA, SCHF, EFAV
|
13F-HR |
4/6/2017, 05:32 PM |