Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘23
1
366 511 145 4.23%
2
325 1,282 957 63%
3
268 1,444 1,176 31.4%
SCHW icon
4
Charles Schwab
SCHW
$163B
242 798 556 62%
5
240 438 198 25.3%
6
232 1,936 1,704 75.8%
7
227 917 690 32.7%
8
218 473 255 33%
9
215 1,477 1,262 4.98%
10
185 654 469 13.4%
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$136B
184 759 575 3.07%
12
174 989 815 53.4%
13
170 402 232 11.9%
14
169 290 121 21.2%
15
166 380 214 19%
16
160 1,059 899 15.3%
17
157 711 554 31.8%
18
157 728 571 31.1%
19
156 173 17 33.5%
20
150 448 298 46.3%
21
149 897 748 19.7%
22
148 592 444 3.04%
23
147 245 98 30%
24
144 309 165 44.7%
25
138 941 803 21.2%