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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

Tip: Access up to 7 years of quarterly data

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
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