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
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Name Funds holding
in top 10 		Growth Growth % Return since
31 Mar ‘17
2001
10 -3 -23% 519%
2002
10 -3 -23% 3.12%
2003
10 -3 -23% 51%
TROW icon
2004
T. Rowe Price
TROW
$20.5B
10 -3 -23% 38.5%
2005
20 -6 -23% 34.1%
2006
30 -9 -23% 40.4%
2007
13 -4 -24% 89.8%
2008
13 -4 -24% 7.65%
2009
13 -4 -24% 46.5%
2010
45 -14 -24% 6.77%
SCHH icon
2011
Schwab US REIT ETF
SCHH
$9.67B
16 -5 -24% 11.2%
2012
16 -5 -24% 8.36%
2013
32 -10 -24% 45.9%
2014
50 -16 -24% 137%
2015
3 -1 -25% 41.2%
2016
3 -1 -25% 1.79%
2017
3 -1 -25% 4.16%
2018
3 -1 -25% 85.4%
2019
3 -1 -25% 64.4%
2020
3 -1 -25% 50.3%
2021
3 -1 -25% 56.4%
2022
3 -1 -25% 107%
2023
3 -1 -25% 219%
2024
3 -1 -25% 1,792%
2025
3 -1 -25% 845%
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