Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
31 Mar ‘18
1976
12 -1 -8% 11.9%
1977
12 -1 -8% 53.2%
1978
12 -1 -8% 10.8%
SCHH icon
1979
Schwab US REIT ETF
SCHH
$8.46B
12 -1 -8% 13.7%
1980
12 -1 -8% 100%
1981
24 -2 -8% 122%
1982
24 -2 -8% 0.89%
1983
36 -3 -8% 340%
1984
94 -8 -8% 12.6%
1985
34 -3 -8% 65.2%
BND icon
1986
Vanguard Total Bond Market
BND
$138B
122 -11 -8% 6.08%
1987
11 -1 -8% 1.07%
1988
11 -1 -8% 65.2%
1989
11 -1 -8% 9.42%
1990
11 -1 -8% 82%
1991
11 -1 -8% 0.04%
1992
11 -1 -8% 25.3%
1993
11 -1 -8% 22.1%
1994
11 -1 -8% 57.9%
1995
43 -4 -9% 277%
1996
149 -14 -9% 8.89%
1997
21 -2 -9% 20.6%
1998
52 -5 -9% 21.3%
1999
10 -1 -9% 5.1%
2000
20 -2 -9% 74.7%
78 79
80
81 82