Q3 2024 |
163 |
$324M |
+$1.97M |
-$9.91M |
-$7.95M |
SCHV, SCHX, SCHF, SCHG, AAPL
|
13F-HR |
10/30/2024, 02:43 PM |
Q2 2024 |
163 |
$315M |
+$17.8M |
-$3.95M |
+$13.8M |
SCHX, SCHV, SCHF, SCHG, AAPL
|
13F-HR |
7/26/2024, 04:29 PM |
Q1 2024 |
172 |
$297M |
+$13.9M |
-$4.04M |
+$9.81M |
SCHV, SCHX, SCHF, SCHG, AAPL
|
13F-HR |
5/1/2024, 02:46 PM |
Q4 2023 |
169 |
$268M |
+$6.58M |
-$14.8M |
-$8.25M |
SCHX, SCHV, SCHF, AAPL, SCHG
|
13F-HR |
1/30/2024, 04:03 PM |
Q3 2023 |
178 |
$251M |
+$10.5M |
-$16.1M |
-$5.58M |
SCHX, SCHV, AAPL, SCHF, SCHG
|
13F-HR |
10/19/2023, 08:37 AM |
Q2 2023 |
180 |
$266M |
+$7.68M |
-$9.97M |
-$2.29M |
AAPL, SCHV, SCHX, SCHF, SCHG
|
13F-HR |
8/4/2023, 11:56 AM |
Q1 2023 |
185 |
$251M |
+$10.3M |
-$4M |
+$6.3M |
SCHV, SCHX, AAPL, SCHF, SCHG
|
13F-HR |
5/9/2023, 04:55 PM |
Q4 2022 |
179 |
$228M |
+$7.25M |
-$4.58M |
+$2.67M |
SCHV, SCHX, SCHF, AAPL, SCHG
|
13F-HR |
1/26/2023, 02:59 PM |
Q3 2022 |
176 |
$214M |
+$6.94M |
-$2.09M |
+$4.86M |
SCHV, SCHX, AAPL, SCHF, SCHG
|
13F-HR |
11/14/2022, 10:50 AM |
Q2 2022 |
181 |
$222M |
+$9.01M |
-$1.97M |
+$7.04M |
SCHV, SCHX, AAPL, SCHF, SCHG
|
13F-HR |
7/20/2022, 11:01 AM |
Q1 2022 |
183 |
$256M |
+$36.4M |
-$1.73M |
+$34.6M |
SCHV, SCHX, AAPL, SCHF, SCHG
|
13F-HR |
4/21/2022, 05:05 PM |
Q4 2021 |
181 |
$261M |
+$6.91M |
-$2.86M |
+$4.06M |
SCHV, SCHX, AAPL, SCHG, SCHF
|
13F-HR |
2/4/2022, 11:55 AM |
Q3 2021 |
177 |
$241M |
+$10M |
-$3.17M |
+$6.86M |
SCHV, SCHX, AAPL, SCHF, SCHG
|
13F-HR |
11/1/2021, 10:56 AM |
Q2 2021 |
178 |
$236M |
+$7.3M |
-$1.75M |
+$5.54M |
SCHV, SCHX, AAPL, SCHG, SCHF
|
13F-HR |
7/20/2021, 01:22 PM |
Q1 2021 |
174 |
$217M |
+$16.7M |
-$4.19M |
+$12.5M |
SCHV, SCHX, SCHF, AAPL, SCHG
|
13F-HR |
4/26/2021, 11:13 AM |
Q4 2020 |
170 |
$194M |
+$17.9M |
-$4.06M |
+$13.8M |
SCHV, AAPL, SCHG, SCHF, SCHX
|
13F-HR |
2/5/2021, 11:46 AM |
Q3 2020 |
168 |
$160M |
+$24.4M |
-$3.88M |
+$20.5M |
SCHV, AAPL, SCHG, SCHF, SCHX
|
13F-HR |
10/22/2020, 04:31 PM |
Q2 2020 |
158 |
$140M |
+$19.9M |
-$6.4M |
+$13.5M |
SCHV, SCHG, SCHF, AAPL, SCHX
|
13F-HR |
7/29/2020, 03:57 PM |
Q1 2020 |
154 |
$106M |
+$1.49M |
-$3.13M |
-$1.63M |
SCHV, SCHG, SCHF, AAPL, SCHX
|
Restatement |
7/29/2020, 03:13 PM |
Q4 2019 |
162 |
$136M |
$0 |
$0 |
|
SCHV, SCHF, SCHG, AAPL, SCHX
|
13F-HR |
2/14/2020, 12:43 PM |