Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘23
1
366 512 146 1.77%
2
326 1,286 960 67.9%
3
268 1,447 1,179 20.7%
SCHW icon
4
Charles Schwab
SCHW
$150B
243 801 558 51.9%
5
242 440 198 2.15%
6
233 1,943 1,710 107%
7
226 917 691 54.7%
8
218 473 255 53.2%
9
214 1,481 1,267 16.1%
10
186 655 469 34.5%
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$136B
185 760 575 0.88%
12
174 989 815 69.5%
13
170 402 232 17.1%
14
169 290 121 39.9%
15
166 380 214 28.6%
16
164 1,064 900 17.6%
17
159 731 572 45.2%
18
157 711 554 42.8%
19
156 173 17 5.26%
20
150 448 298 59.7%
21
149 593 444 0.81%
22
148 246 98 56.2%
23
147 897 750 42.5%
24
145 310 165 62%
25
138 942 804 40.1%