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iShares Russell 1000 Value Index shares owned by Charles Schwab Investment Advisory

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Charles Schwab Investment Advisory from 13F filings

Historical chart of Charles Schwab Investment Advisory investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Charles Schwab Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $364k 2.0k 179.14
2023-12-31 $342k 2.1k 165.22

More positions owned by Charles Schwab Investment Advisory

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Investment Advisory

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index