Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘18
51
67 542 475 36.2%
52
66 265 199 106%
53
66 90 24 0.36%
SCHD icon
54
Schwab US Dividend Equity ETF
SCHD
$70.7B
65 182 117 68%
55
64 176 112 11%
56
64 156 92 16.9%
57
64 389 325 17.3%
58
63 250 187 63%
59
62 215 153 38.1%
60
62 94 32 7.3%
VTEB icon
61
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.5B
61 91 30 0.55%
62
61 126 65 21.5%
63
61 169 108 65.5%
64
61 502 441 3,013%
65
60 130 70 59.9%
66
60 297 237 47.9%
67
59 125 66 121%
68
58 301 243 25.6%
69
58 111 53 1.12%
70
58 136 78 3.4%
71
57 90 33 2.27%
72
57 158 101 48.4%
73
57 370 313 205%
74
55 234 179 39.3%
75
55 126 71 70.1%