| Q3 2025 | 78 | 320,749 | SCHG, IBTF, SCHV, SCHM | 13F-HR | 10/30/2025 | 000142050625002949 | 
        
          | Q2 2025 | 78 | 320,667 | SCHG, IBTF, SCHV, SCHM | 13F-HR | 8/13/2025 | 000142050625001983 | 
        
          | Q1 2025 | 70 | 277,863 | SCHG, SCHV, IBTF, SCHM | 13F-HR | 5/6/2025 | 000142050625000901 | 
        
          | Q4 2024 | 231 | 258,380 | SCHG, SCHM, SCHV, IBTF | 13F-HR | 2/3/2025 | 000198615225000014 | 
        
          | Q3 2024 | 159 | 263,304 | SCHG, SCHF, SCHV, SCHM | RESTATEMENT | 12/3/2024 | 000198615224000060 | 
        
          | Q2 2024 | 234 | 250,663 | SCHG, SCHF, SCHV, SCHM | 13F-HR | 8/5/2024 | 000198615224000043 | 
        
          | Q1 2024 | 98 | 258,732 | SCHG, SCHWAB INTERNATIONAL EQUITY ETF, SCHM, SCHV | 13F-HR | 5/13/2024 | 000198615224000020 | 
        
          | Q4 2023 | 88 | 215,804 | GOVT, SCHWAB INTERNATIONAL EQUITY ETF, SCHM, SCHX | 13F-HR | 2/13/2024 | 000198615224000008 | 
        
          | Q3 2023 | 96 | 238,966 | SCHG, SCHV, SCHF, SCHM | 13F-HR | 10/10/2023 | 000108514623003640 | 
        
          | Q2 2023 | 97 | 241,627 | SCHG, SCHM, SCHV, SCHF | 13F-HR | 7/17/2023 | 000108514623002742 | 
        
          | Q1 2023 | 95 | 227,322 | SCHG, SCHM, SCHV, SCHF | 13F-HR | 5/9/2023 | 000108514623002170 | 
        
          | Q4 2022 | 101 | 210,851 | SCHG, SCHM, SCHV, SCHD | 13F-HR | 1/12/2023 | 000108514623000101 | 
        
          | Q3 2022 | 90 | 179,352 | SCHG, SCHM, SCHV, SCHF | 13F-HR | 10/13/2022 | 000108514622003372 | 
        
          | Q2 2022 | 92 | 212,385 | SCHG, SCHM, SCHV, SCHF | 13F-HR | 7/13/2022 | 000108514622002370 | 
        
          | Q1 2022 | 94 | 251,526 | SCHG, SCHM, SCHF, SCHV | 13F-HR | 4/12/2022 | 000108514622001375 | 
        
          | Q4 2021 | 97 | 261,781 | SCHG, SCHM, SCHF, SCHV | 13F-HR | 1/18/2022 | 000108514622000181 | 
        
          | Q3 2021 | 95 | 242,013 | SCHG, SCHM, SCHF, SCHV | 13F-HR | 10/12/2021 | 000108514621002735 | 
        
          | Q2 2021 | 94 | 238,819 | SCHG, SCHM, SCHF, SCHD | 13F-HR | 7/13/2021 | 000108514621001966 | 
        
          | Q1 2021 | 74 | 171,324 | SCHG, SCHM, SCHF, SCHX | 13F-HR | 4/14/2021 | 000108514621001159 | 
        
          | Q4 2020 | 85 | 200,929 | SCHG, SCHM, SCHF, BSCO | 13F-HR | 1/20/2021 | 000108514621000182 | 
        
          | Q3 2020 | 75 | 171,592 | SCHG, SCHM, SCHF, SCHX | 13F-HR | 12/22/2020 | 000108514620003101 | 
        
          | Q2 2020 | 77 | 163,770 | SCHG, SCHM, SCHF, SCHX | 13F-HR | 7/15/2020 | 000108514620001786 | 
        
          | Q1 2020 | 68 | 136,210 | SCHG, SCHM, SCHF, SCHX | 13F-HR | 4/16/2020 | 000108514620001135 | 
        
          | Q4 2019 | 73 | 173,012 | SCHG, SCHM, SCHX, SCHV | 13F-HR | 1/8/2020 | 000108514620000035 | 
        
          | Q3 2019 | 223 | 166,053 | SCHG, SCHM, SCHV, SCHX | 13F-HR | 10/16/2019 | 000108514619002545 | 
        
          | Q2 2019 | 69 | 156,874 | SCHG, SCHM, SCHX, SCHF | 13F-HR | 8/27/2019 | 000108514619002400 | 
        
          | Q1 2019 | 70 | 153,090 | SCHG, SCHM, SCHF, SCHV | 13F-HR | 4/18/2019 | 000108514619001197 | 
        
          | Q4 2018 | 67 | 139,461 | SCHG, SCHM, SCHX, SCHF | 13F-HR | 2/14/2019 | 000108514619000813 | 
        
          | Q3 2018 | 68 | 133,129 | SCHG, SCHM, SCHF, SCHX | 13F-HR | 11/15/2018 | 000108514618002793 | 
        
          | Q1 2018 | 53 | 112,192 | SCHG, SCHM, SCHF, SCHX | 13F-HR | 5/15/2018 | 000108514618001491 | 
        
          | Q4 2017 | 65 | 132,398 | CLAYMORE EXCHANGE TRD FD TR, SCHG, SCHM, SCHF | 13F-HR | 2/26/2018 | 000108514618000929 | 
        
          | Q3 2017 | 60 | 127,932 | CLAYMORE EXCHANGE TRD FD TR, SCHG, SCHF, SCHM | 13F-HR | 12/5/2017 | 000108514617002517 |