Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘15
1601
4 10 6 13.1%
1602
4 16 12 73.1%
1603
4 8 4 99.1%
SCHV icon
1604
Schwab US Large-Cap Value ETF
SCHV
$15.5B
4 43 39 121%
1605
4 15 11 189%
1606
4 7 3 82.6%
1607
4 5 1 59.6%
1608
4 54 50 79%
1609
4 55 51 36.2%
1610
4 6 2 91.4%
PMO
1611
Putnam Municipal Opportunities Trust
PMO
$287M
4 17 13 14.7%
1612
4 41 37 49.4%
1613
4 65 61 565%
1614
4 33 29 67%
1615
4 25 21 446%
1616
4 12 8 70.3%
1617
4 7 3 43.4%
1618
4 75 71 73.3%
1619
4 19 15 22.1%
1620
4 23 19 23.2%
1621
4 11 7 55.3%
1622
4 27 23 372%
1623
4 26 22 9.44%
1624
4 75 71 159%
1625
4 29 25 419%