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iShares S&P 1500 Index Fund shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $898M 8.5M 105.23
2023-09-30 $887M 9.4M 94.18
2023-06-30 $715k 7.3k 97.84
2023-03-31 $476k 5.3k 90.55
2022-12-31 $329k 3.9k 84.80
2022-09-30 $235k 2.9k 79.96
2022-06-30 $305k 3.6k 83.81
2022-03-31 $213k 2.1k 100.95
2021-12-31 $346k 3.2k 107.29
2021-09-30 $207k 2.1k 98.57
2021-06-30 $317k 3.2k 99.06
2021-03-31 $339k 3.7k 91.62
2020-09-30 $208k 2.8k 75.64