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iShares S&P MidCap 400 Index shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $392k 6.3k 62.32
2024-06-30 $368k 6.3k 58.52
2024-03-31 $384k 6.3k 60.74
2023-12-31 $423k 1.5k 277.15
2023-09-30 $313k 1.3k 249.35
2023-06-30 $302k 1.3k 240.22
2023-03-31 $251k 1.0k 250.16
2021-12-31 $342k 1.2k 282.88