| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 76 | 226,177 | SCHX, SCHM, SCHO, SCHD | 13F-HR | 4/15/2024 | 000117266124001850 |
| Q4 2023 | 72 | 204,061 | SCHX, SCHM, SCHD, SCHO | 13F-HR | 2/8/2024 | 000117266124000587 |
| Q3 2023 | 63 | 162,665 | SCHX, SCHO, SCHD, SCHM | 13F-HR | 10/11/2023 | 000117266123003381 |
| Q2 2023 | 63 | 155,933 | SCHX, SCHO, SCHD, SCHG | 13F-HR | 8/11/2023 | 000117266123002927 |
| Q1 2023 | 53 | 138,522 | SCHX, SCHO, SCHD, SCHM | 13F-HR | 8/18/2023 | 000117266123003214 |
| Q4 2022 | 52 | 126,256 | SCHX, SCHO, SCHD, SCHM | 13F-HR | 8/18/2023 | 000117266123003213 |
| Q3 2022 | 32 | 110,908 | SCHX, SCHZ, SCHD, SCHO | 13F-HR | 8/18/2023 | 000117266123003212 |
| Q2 2022 | 32 | 118,494 | SCHX, SCHZ, SCHD, SCHO | 13F-HR | 8/18/2023 | 000117266123003211 |
| Q1 2022 | 43 | 141,212 | SCHX, SCHZ, SCHD, SCHG | 13F-HR | 8/18/2023 | 000117266123003210 |
| Q4 2021 | 45 | 170,938 | SCHX, SCHZ, SCHM, SCHD | 13F-HR | 8/18/2023 | 000117266123003209 |
| Q3 2021 | 45 | 155,158 | SCHX, SCHZ, SCHM, SCHD | 13F-HR | 8/18/2023 | 000117266123003208 |
| Q2 2021 | 49 | 153,143 | SCHX, SCHM, SCHZ, SCHD | 13F-HR | 8/18/2023 | 000117266123003207 |
| Q1 2021 | 47 | 150,773 | SCHX, SCHM, SCHZ, SCHD | 13F-HR | 8/18/2023 | 000117266123003206 |
| Q4 2020 | 45 | 131,283 | SCHX, SCHM, SCHZ, SCHD | 13F-HR | 8/18/2023 | 000117266123003205 |