iShares Russell 3000 Value Index shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 133k | 95.49 |
| 2024-06-30 | $16M | 185k | 88.12 |
| 2024-03-31 | $18M | 203k | 88.08 |
| 2023-12-31 | $18M | 218k | 82.21 |
| 2023-09-30 | $19M | 250k | 74.57 |
| 2021-06-30 | $65M | 896k | 71.96 |
| 2021-03-31 | $69M | 1000k | 68.90 |
| 2020-12-31 | $65M | 1.1M | 62.19 |
| 2020-09-30 | $65M | 1.2M | 54.28 |
| 2020-06-30 | $72M | 1.4M | 52.23 |
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