Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘20
2001
2 2 0 179%
2002
2 2 0 371%
2003
2 24 22 182%
SMMU icon
2004
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$944M
2 16 14 0.08%
2005
2 22 20 58.2%
2006
2 24 22 0.06%
2007
2 3 1 91.2%
2008
2 7 5 32.6%
2009
2 17 15 57.4%
2010
2 5 3 95.6%
SCHK icon
2011
Schwab 1000 Index ETF
SCHK
$4.81B
2 19 17 161%
2012
2 3 1 1.88%
2013
2 11 9 81.8%
2014
2 11 9 104%
2015
2 12 10 302%
2016
2 2 0 12.4%
2017
2 2 0 62.2%
2018
2 75 73 12.7%
2019
2 163 161 127%
2020
2 10 8 18.4%
2021
2 17 15 9.11%
2022
2 15 13 1.9%
2023
2 2 0 44.8%
2024
2 27 25 11.6%
2025
2 5 3 182%