| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 166 | 532,422 | SCHD, SCHG, MOAT, SCHF | 13F-HR | 11/6/2024 | 000139834424020030 |
| Q2 2024 | 156 | 483,083 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 8/5/2024 | 000139834424013661 |
| Q1 2024 | 158 | 466,135 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 5/6/2024 | 000139834424008688 |
| Q4 2023 | 154 | 417,988 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 2/6/2024 | 000139834424002124 |
| Q3 2023 | 150 | 368,277 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 11/6/2023 | 000139834423020166 |
| Q2 2023 | 153 | 379,432 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 8/7/2023 | 000139834423014138 |
| Q1 2023 | 152 | 363,364 | SCHD, SCHM, SCHF, SCHG | 13F-HR | 5/11/2023 | 000139834423009552 |
| Q4 2022 | 151 | 345,569 | SCHD, SCHM, SCHF, SCHG | 13F-HR | 2/13/2023 | 000139834423002981 |
| Q3 2022 | 149 | 309,362 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 11/7/2022 | 000139834422021492 |
| Q2 2022 | 154 | 323,096 | SCHD, SCHM, SCHF, SCHG | 13F-HR | 8/10/2022 | 000139834422015138 |
| Q1 2022 | 158 | 348,382 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 5/9/2022 | 000139834422008987 |
| Q4 2021 | 155 | 352,653 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 2/11/2022 | 000139834422002740 |
| Q3 2021 | 148 | 319,154 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 11/8/2021 | 000139834421021042 |
| Q2 2021 | 145 | 318,189 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 8/6/2021 | 000139834421015589 |
| Q1 2021 | 145 | 294,467 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 5/7/2021 | 000139834421009908 |
| Q4 2020 | 134 | 273,921 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 2/9/2021 | 000139834421002671 |
| Q3 2020 | 127 | 241,324 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 11/6/2020 | 000139834420021529 |
| Q2 2020 | 120 | 219,642 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 8/7/2020 | 000139834420015221 |
| Q1 2020 | 110 | 185,484 | SCHD, SCHG, SCHM, SCHF | 13F-HR | 5/8/2020 | 000139834420009668 |
| Q4 2019 | 123 | 234,461 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 2/7/2020 | 000139834420002427 |
| Q3 2019 | 115 | 214,711 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 11/6/2019 | 000139834419019149 |
| Q2 2019 | 110 | 210,941 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 8/7/2019 | 000139834419013626 |
| Q1 2019 | 111 | 203,141 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 5/7/2019 | 000139834419008071 |
| Q4 2018 | 103 | 176,666 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 2/7/2019 | 000139834419002202 |
| Q3 2018 | 118 | 215,805 | SCHD, SCHM, SCHG, SCHF | 13F-HR | 11/6/2018 | 000139834418015962 |
| Q2 2018 | 112 | 209,354 | SCHD, SCHM, SCHG, SCHZ | 13F-HR | 8/7/2018 | 000139834418011290 |
| Q1 2018 | 107 | 209,294 | SCHD, SCHG, SCHM, SCHZ | 13F-HR | 5/7/2018 | 000139834418006945 |
| Q4 2017 | 108 | 208,591 | SCHD, SCHG, SCHM, SCHV | 13F-HR | 2/6/2018 | 000139834418001586 |
| Q3 2017 | 105 | 199,509 | SCHD, SCHG, SCHV, SCHM | 13F-HR | 11/9/2017 | 000139834417014387 |
| Q2 2017 | 102 | 188,745 | SCHD, SCHG, SCHV, SCHZ | 13F-HR | 8/7/2017 | 000139834417009730 |
| Q1 2017 | 102 | 172,914 | SCHD, SCHV, SCHZ, SCHG | 13F-HR | 5/8/2017 | 000139834417005994 |
| Q4 2016 | 99 | 160,021 | SCHD, SCHZ, SCHV, SCHG | 13F-HR | 2/6/2017 | 000139834417001368 |
| Q3 2016 | 97 | 162,805 | SCHD, SCHG, SCHV, SCHF | 13F-HR | 11/7/2016 | 000139834416020376 |
| Q2 2016 | 95 | 157,048 | SCHD, SCHV, SCHG, SCHF | 13F-HR | 8/8/2016 | 000139834416016221 |
| Q1 2016 | 91 | 152,838 | SCHD, SCHG, SCHV, SCHF | 13F-HR | 5/5/2016 | 000139834416012882 |
| Q4 2015 | 87 | 147,419 | SCHD, SCHG, SCHV, SCHF | 13F-HR | 2/3/2016 | 000139834416009509 |
| Q3 2015 | 93 | 139,607 | SCHD, SCHG, SCHV, JKH | 13F-HR | 11/4/2015 | 000139834415007336 |
| Q2 2015 | 93 | 146,155 | SCHD, SCHG, JKH, SCHV | 13F-HR | 8/4/2015 | 000139834415004895 |
| Q1 2015 | 92 | 143,566 | SCHD, SCHG, JKH, SCHV | 13F-HR | 5/5/2015 | 000139834415003025 |
| Q4 2014 | 87 | 138,309 | SCHD, SCHG, SCHV, JKH | 13F-HR | 2/6/2015 | 000139834415000704 |
| Q3 2014 | 86 | 130,770 | SCHD, SCHG, SCHV, JKH | 13F-HR | 11/5/2014 | 000139834414005660 |
| Q2 2014 | 84 | 129,949 | SCHD, SCHG, SCHV, JKH | 13F-HR | 8/7/2014 | 000139834414003950 |
| Q1 2014 | 84 | 124,918 | SCHD, SCHG, SCHV, JKH | 13F-HR | 5/6/2014 | 000139834414002563 |
| Q4 2013 | 89 | 126,564 | SCHD, SCHG, SCHV, JKH | 13F-HR | 2/5/2014 | 000139834414000603 |