| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 60 | 203,289 | SCHX, ITOT, COWZ, SPY | 13F-HR | 10/21/2024 | 000175496024000522 |
| Q2 2024 | 57 | 188,863 | SCHX, ITOT, COWZ, SCHM | 13F-HR | 7/17/2024 | 000175496024000276 |
| Q1 2024 | 59 | 183,980 | SCHX, SCHM, SCHA, CALF | 13F-HR | 4/22/2024 | 000175496024000161 |
| Q4 2023 | 52 | 174,139 | SCHX, SCHM, SCHA, CALF | 13F-HR | 1/29/2024 | 000175496024000056 |
| Q3 2023 | 50 | 159,440 | SCHX, SCHM, SCHA, COWZ | 13F-HR | 10/23/2023 | 000175496023000289 |
| Q2 2023 | 49 | 161,273 | SCHX, SCHM, SCHA, COWZ | 13F-HR | 7/24/2023 | 000175496023000200 |
| Q1 2023 | 49 | 154,629 | SCHX, SCHM, SCHA, COWZ | 13F-HR | 4/21/2023 | 000175496023000118 |
| Q4 2022 | 48 | 133,705 | SCHX, SCHM, SCHA, COWZ | 13F-HR | 1/30/2023 | 000175496023000048 |
| Q3 2022 | 48 | 122,548 | SCHX, SCHM, SCHA, FMB | 13F-HR | 11/3/2022 | 000175496022000294 |
| Q2 2022 | 49 | 128,308 | SCHX, SCHM, SCHA, FMB | 13F-HR | 8/1/2022 | 000175496022000205 |
| Q1 2022 | 51 | 151,823 | SCHX, SCHA, SCHM, BNDW | 13F-HR | 4/19/2022 | 000175496022000099 |
| Q4 2021 | 53 | 155,645 | SCHX, SCHA, SCHM, IVV | 13F-HR | 1/11/2022 | 000175496022000006 |
| Q3 2021 | 48 | 153,297 | SCHX, SCHA, SCHM, IVV | 13F-HR | 10/12/2021 | 000175496021000184 |
| Q2 2021 | 51 | 146,525 | SCHX, SCHA, SCHM, IVV | 13F-HR | 7/22/2021 | 000175496021000145 |
| Q1 2021 | 50 | 148,273 | SCHX, SCHA, SCHM, IJR | 13F-HR | 4/14/2021 | 000175496021000059 |
| Q4 2020 | 47 | 139,840 | SCHX, SCHA, SCHM, IJR | 13F-HR | 1/15/2021 | 000175496021000019 |
| Q3 2020 | 42 | 125,967 | SCHX, SCHA, SCHM, SPLV | 13F-HR | 10/13/2020 | 000175496020000067 |
| Q2 2020 | 42 | 124,804 | SCHX, SCHA, SCHM, SPLV | 13F-HR | 7/10/2020 | 000175496020000043 |
| Q1 2020 | 40 | 113,631 | SCHX, SCHA, SCHM, SPLV | 13F-HR | 4/13/2020 | 000175496020000015 |
| Q4 2019 | 40 | 132,902 | SCHX, SCHA, SCHM, SCHF | 13F-HR | 1/7/2020 | 000175496020000001 |
| Q3 2019 | 39 | 123,861 | SCHX, SCHA, SCHM, SCHF | 13F-HR | 10/23/2019 | 000175496019000031 |
| Q2 2019 | 42 | 130,997 | SCHX, SCHA, SCHM, SCHF | 13F-HR | 7/17/2019 | 000175496019000019 |
| Q1 2019 | 38 | 116,754 | SCHX, SCHF, SCHM, SCHA | 13F-HR | 4/30/2019 | 000175496019000011 |
| Q4 2018 | 36 | 105,428 | SCHX, SCHA, SCHM, SCHF | 13F-HR | 1/29/2019 | 000175496019000002 |
| Q3 2018 | 39 | 118,194 | SCHX, SCHA, SCHM, SCHF | 13F-HR | 10/15/2018 | 000175496018000001 |
| Q2 2018 | 39 | 116,885 | SCHX, SCHA, SCHF, SCHM | 13F-HR | 7/19/2018 | 000170308018000003 |
| Q1 2018 | 39 | 120,473 | SCHX, SCHF, SCHM, SCHA | 13F-HR | 4/17/2018 | 000170308018000002 |
| Q4 2017 | 39 | 133,658 | SCHX, SCHM, SCHA, SCHF | 13F-HR | 1/8/2018 | 000170308018000001 |
| Q3 2017 | 39 | 126,537 | SCHX, SCHM, SCHA, SCHF | 13F-HR | 10/10/2017 | 000170308017000005 |
| Q2 2017 | 39 | 117,415 | SCHX, SCHM, SCHA, SCHF | 13F-HR | 7/31/2017 | 000170308017000004 |
| Q1 2017 | 34 | 110,392 | SCHX, SCHM, SCHA, SCHF | 13F-HR | 4/7/2017 | 000170308017000003 |
| Q4 2016 | 32 | 100,839 | SCHX, SCHM, SCHA, SCHF | 13F-HR | 4/7/2017 | 000170308017000002 |
| Q3 2016 | 34 | 94,557 | SCHM, SCHX, SCHA, SCHF | 13F-HR | 4/7/2017 | 000170308017000001 |