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
2001
20 -2 -9% 74.7%
2002
30 -3 -9% 57.1%
2003
90 -9 -9% 336%
IWM icon
2004
iShares Russell 2000 ETF
IWM
$69.8B
157 -16 -9% 60.3%
2005
68 -7 -9% 0.94%
2006
101 -11 -10% 80.9%
2007
9 -1 -10% 64.7%
2008
9 -1 -10% 49.1%
2009
9 -1 -10% 32.6%
2010
9 -1 -10% 5.26%
SCHR icon
2011
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
9 -1 -10% 3.69%
2012
9 -1 -10% 0.53%
2013
18 -2 -10% 8.21%
2014
61 -7 -10% 90.2%
2015
17 -2 -11% 63.4%
2016
17 -2 -11% 131%
2017
34 -4 -11% 16.6%
2018
25 -3 -11% 100%
2019
105 -13 -11% 70.2%
2020
8 -1 -11% 55.3%
2021
8 -1 -11% 13.5%
2022
8 -1 -11% 21.1%
2023
8 -1 -11% 120%
2024
8 -1 -11% 234%
2025
8 -1 -11% 346%
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