| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 285 | 847,887 | SCHX, VEA, VCSH, SCHZ | 13F-HR | 5/12/2025 | 000169661525000002 |
| Q4 2024 | 784 | 833,318 | SCHX, SCHZ, VCSH, VEA | 13F-HR | 2/5/2025 | 000169661525000001 |
| Q3 2024 | 203 | 805,458 | SCHX, SCHZ, VCSH, VEA | 13F-HR | 10/17/2024 | 000175496024000510 |
| Q2 2024 | 194 | 742,848 | SCHX, SCHZ, VCSH, VEA | 13F-HR | 7/10/2024 | 000175496024000218 |
| Q1 2024 | 202 | 718,430 | SCHX, SCHD, VIG, SCHZ | 13F-HR | 4/16/2024 | 000175496024000136 |
| Q4 2023 | 199 | 656,783 | SCHD, SCHX, VIG, SCHZ | 13F-HR | 1/8/2024 | 000175496024000005 |
| Q3 2023 | 187 | 580,544 | SCHD, SCHX, VIG, SCHZ | 13F-HR | 10/12/2023 | 000175496023000273 |
| Q2 2023 | 181 | 579,936 | SCHD, VIG, SCHX, SCHZ | 13F-HR | 8/14/2023 | 000175496023000252 |
| Q1 2023 | 165 | 532,572 | SCHD, VIG, SCHX, SCHZ | 13F-HR | 4/28/2023 | 000175496023000137 |
| Q4 2022 | 155 | 501,903 | SCHD, VIG, SCHX, VCSH | 13F-HR | 1/26/2023 | 000175496023000043 |
| Q3 2022 | 136 | 451,119 | SCHD, VIG, SCHX, VCSH | 13F-HR | 10/13/2022 | 000175496022000246 |
| Q2 2022 | 135 | 452,398 | SCHD, SCHX, VIG, VCSH | 13F-HR | 7/8/2022 | 000175496022000167 |
| Q1 2022 | 138 | 509,614 | SCHX, VIG, SCHF, SCHD | 13F-HR | 4/11/2022 | 000175496022000076 |
| Q4 2021 | 117 | 498,933 | SCHX, SCHF, VB, VIG | 13F-HR | 1/11/2022 | 000175496022000004 |
| Q3 2021 | 113 | 456,351 | SCHX, SCHZ, SCHF, VB | 13F-HR | 10/12/2021 | 000175496021000165 |
| Q2 2021 | 109 | 435,493 | SCHX, SCHZ, SCHF, VB | 13F-HR | 7/12/2021 | 000175496021000104 |
| Q1 2021 | 102 | 372,125 | SCHX, SCHZ, SCHF, VB | 13F-HR | 5/4/2021 | 000175496021000072 |
| Q4 2020 | 102 | 321,128 | SCHZ, SCHX, VCSH, SCHF | 13F-HR | 1/21/2021 | 000175496021000021 |
| Q3 2020 | 99 | 276,098 | SCHX, SCHZ, VCSH, SCHF | RESTATEMENT | 1/21/2021 | 000175496021000022 |
| Q2 2020 | 124 | 269,415 | SCHX, SCHZ, VCSH, VIG | 13F-HR | 8/14/2020 | 000169661520000003 |
| Q1 2020 | 110 | 227,369 | SCHZ, SCHX, VCSH, SCHF | 13F-HR | 4/7/2020 | 000169661520000002 |
| Q4 2019 | 113 | 271,305 | SCHX, SCHF, SCHZ, VCSH | 13F-HR | 1/9/2020 | 000169661520000001 |
| Q3 2019 | 111 | 254,555 | SCHX, SCHZ, SCHF, VCSH | 13F-HR | 10/9/2019 | 000169661519000004 |
| Q2 2019 | 113 | 239,226 | SCHX, SCHZ, SCHF, VCSH | 13F-HR | 7/10/2019 | 000169661519000003 |
| Q1 2019 | 102 | 211,569 | SCHX, SCHZ, SCHF, VCSH | 13F-HR | 4/2/2019 | 000169661519000002 |
| Q4 2018 | 98 | 184,587 | SCHX, SCHZ, SCHF, VCSH | 13F-HR | 1/15/2019 | 000169661519000001 |
| Q3 2018 | 96 | 202,547 | SCHZ, SCHX, SCHF, SCHA | 13F-HR | 10/4/2018 | 000169661518000004 |
| Q2 2018 | 93 | 177,229 | SCHZ, SCHX, SCHF, SCHA | 13F-HR | 7/11/2018 | 000169661518000003 |
| Q1 2018 | 90 | 167,614 | SCHZ, SCHX, SCHF, SCHE | 13F-HR | 6/20/2018 | 000169661518000002 |
| Q4 2017 | 85 | 155,809 | SCHZ, SCHX, SCHF, SCHE | 13F-HR | 1/22/2018 | 000169661518000001 |
| Q3 2017 | 81 | 142,291 | SCHZ, SCHX, SCHF, VIG | 13F-HR | 10/24/2017 | 000169661517000004 |
| Q1 2017 | 79 | 117,483 | SCHF, SCHX, SCHZ, VIG | 13F-HR | 4/7/2017 | 000169661517000003 |
| Q4 2016 | 54 | 107,513 | SCHF, SCHX, SCHZ, VIG | 13F-HR | 2/2/2017 | 000169661517000002 |