Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘23
1
366 511 145 2.21%
2
326 1,282 956 66.5%
3
269 1,444 1,175 25.4%
SCHW icon
4
Charles Schwab
SCHW
$170B
242 798 556 64.9%
5
240 438 198 29.6%
6
231 1,935 1,704 68.8%
7
227 917 690 29.5%
8
218 473 255 30.7%
9
215 1,477 1,262 3.44%
10
185 654 469 10%
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$132B
184 759 575 2.73%
12
174 989 815 49.7%
13
170 402 232 12%
14
169 290 121 16.9%
15
166 380 214 19.5%
16
160 1,058 898 13.6%
17
157 711 554 31.5%
18
157 728 571 28.6%
19
156 173 17 37.1%
20
150 448 298 43%
21
149 897 748 21.1%
22
148 592 444 2.68%
23
147 245 98 25.7%
24
144 309 165 40.6%
25
138 941 803 17%