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 |
|---|---|---|---|
| 2025-09-30 | $312k | 4.8k | 65.26 |
| 2025-06-30 | $292k | 4.7k | 62.02 |
| 2024-12-31 | $378k | 6.1k | 62.31 |
| 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 |