| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 780 | 705,004 | SCHD, SCHG, SCHB, SPTS | 13F-HR | 11/12/2024 | 000175008624000004 |
| Q2 2024 | 785 | 664,538 | SCHD, SCHB, SCHG, SPMD | 13F-HR | 8/7/2024 | 000175008624000003 |
| Q1 2024 | 741 | 607,513 | SCHD, SCHB, SCHG, CALF | 13F-HR | 5/14/2024 | 000175008624000002 |
| Q4 2023 | 743 | 574,676 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 2/5/2024 | 000175008624000001 |
| Q3 2023 | 784 | 511,919 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 11/3/2023 | 000175008623000004 |
| Q2 2023 | 803 | 533,321 | SCHD, SCHG, SCHB, SCHM | 13F-HR | 8/14/2023 | 000175008623000003 |
| Q1 2023 | 814 | 489,729 | SCHD, SCHG, SCHB, SCHM | 13F-HR | 5/2/2023 | 000175008623000002 |
| Q4 2022 | 693 | 437,424 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 1/19/2023 | 000175008623000001 |
| Q3 2022 | 682 | 380,329 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 11/4/2022 | 000175008622000004 |
| Q2 2022 | 819 | 390,318 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 8/8/2022 | 000175008622000003 |
| Q1 2022 | 725 | 427,817 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 4/27/2022 | 000175008622000002 |
| Q4 2021 | 693 | 414,459 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 2/3/2022 | 000175008622000001 |
| Q3 2021 | 644 | 367,838 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 11/2/2021 | 000175008621000004 |
| Q2 2021 | 628 | 367,752 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 7/27/2021 | 000175008621000003 |
| Q1 2021 | 610 | 323,251 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 4/23/2021 | 000175008621000002 |
| Q4 2020 | 559 | 291,103 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 1/28/2021 | 000175008621000001 |
| Q3 2020 | 533 | 250,127 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 11/12/2020 | 000175008620000004 |
| Q2 2020 | 509 | 239,372 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 8/13/2020 | 000175008620000003 |
| Q1 2020 | 478 | 204,856 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 5/12/2020 | 000175008620000002 |
| Q4 2019 | 87 | 208,042 | SCHD, SCHG, SCHB, SCHM | 13F-HR | 2/12/2020 | 000175008620000001 |
| Q3 2019 | 79 | 175,751 | SCHD, SCHG, SCHB, SCHM | 13F-HR | 11/13/2019 | 000175008619000004 |
| Q2 2019 | 74 | 169,655 | SCHD, SCHG, SCHB, SCHM | 13F-HR | 8/13/2019 | 000175008619000003 |
| Q1 2019 | 73 | 156,312 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 5/14/2019 | 000175008619000002 |
| Q4 2018 | 62 | 136,455 | SCHD, SCHB, SCHG, SCHM | 13F-HR | 2/13/2019 | 000175008619000001 |