$12.6B
$92,000
0.04% of portfolio
250
Q1 2024
New
$90.5B
$97,000
0.04% of portfolio
1,380
Q4 2023
Reduced 1.43%
$18B
$100,000
0.04% of portfolio
234
Q3 2020
Reduced 17.61%
$30.6B
$102,000
0.04% of portfolio
500
Q4 2020
Reduced 37.5%
-
$102,000
0.04% of portfolio
-
Q3 2023
Reduced 2.97%
$0
$96,000
0.04% of portfolio
418
Q3 2018
New
$25B
$94,000
0.04% of portfolio
100
Q3 2023
Added 100.0%
$0
$90,000
0.04% of portfolio
433
Q4 2023
Added 15.47%
$159B
$93,000
0.04% of portfolio
485
Q1 2023
Reduced 4.9%
$0
$101,000
0.04% of portfolio
992
Q1 2024
Reduced 9.57%
$25.6B
$81,000
0.03% of portfolio
777
Q1 2023
Added 62.89%
$0
$80,000
0.03% of portfolio
650
Q3 2022
Reduced 38.1%
$40.4B
$67,000
0.03% of portfolio
1,800
Q4 2023
Reduced 5.26%
$0
$70,000
0.03% of portfolio
1,150
Q1 2024
Added 400.0%
$20.2B
$82,000
0.03% of portfolio
550
Q2 2022
Reduced 15.38%
$466B
$62,000
0.03% of portfolio
125
Q4 2021
Reduced 3.85%
$30.5B
$79,000
0.03% of portfolio
2,000
Q1 2023
Added 21.21%
$0
$62,000
0.03% of portfolio
3,056
Q4 2023
Reduced 8.5%
$74.4B
$78,000
0.03% of portfolio
380
Q1 2024
Reduced 5.0%
$0
$49,000
0.02% of portfolio
3,100
Q4 2023
Reduced 24.39%
$18.3B
$47,000
0.02% of portfolio
700
Q1 2024
Reduced 30.0%
$50.9B
$51,000
0.02% of portfolio
532
Q1 2024
Reduced 39.68%
Schwab Fundamental Us Large Company
-
$57,000
0.02% of portfolio
-
Q4 2023
New
$68.2B
$47,000
0.02% of portfolio
700
Q4 2023
Reduced 17.65%
$38.9B
$37,000
0.02% of portfolio
55
Q1 2023
New
$16.6B
$36,000
0.02% of portfolio
850
Q4 2023
Reduced 22.73%
$264B
$58,000
0.02% of portfolio
115
Q1 2023
Added 53.33%
$45.6B
$38,000
0.02% of portfolio
140
Q1 2023
New
Schwab Fundamental Us Small Company
-
$48,000
0.02% of portfolio
-
Q4 2023
New
$102B
$43,000
0.02% of portfolio
150
Q1 2023
New
$35.4B
$52,000
0.02% of portfolio
200
Q1 2023
Added 100.0%
$85.7B
$49,000
0.02% of portfolio
665
Q2 2022
Added 30.39%
$3.16B
$40,000
0.02% of portfolio
200
Q4 2023
New
-
$48,000
0.02% of portfolio
-
Q2 2023
Reduced 99.9%
$0
$56,000
0.02% of portfolio
425
Q4 2023
New
$14.2B
$20,000
0.01% of portfolio
250
Q4 2023
Reduced 23.08%
$40B
$17,000
0.01% of portfolio
175
Q2 2022
Reduced 50.0%
$2.96B
$15,000
0.01% of portfolio
500
Q4 2023
Added 25.0%
$23.8B
$15,000
0.01% of portfolio
125
Q3 2021
New
$0
$25,000
0.01% of portfolio
1,450
Q1 2023
New
$36.8B
$12,000
0.01% of portfolio
150
Q1 2023
New
$5.67B
$12,000
0.01% of portfolio
200
Q1 2023
New
$911B
$35,000
0.01% of portfolio
255
Q1 2024
Added 0.79%
$3.15B
$12,000
0.01% of portfolio
200
Q1 2023
New
$42.7B
$20,000
0.01% of portfolio
160
Q1 2020
Reduced 78.38%
$122B
$21,000
0.01% of portfolio
50
Q2 2023
New
$0
$19,000
0.01% of portfolio
200
Q1 2024
Reduced 86.67%
$730B
$12,000
0.01% of portfolio
70
Q1 2024
Reduced 41.67%
$43.7B
$24,000
0.01% of portfolio
275
Q2 2023
Added 37.5%
$1.66B
$14,000
0.01% of portfolio
250
Q4 2018
New