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iShares S&P 500 Value Index shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 S&P 500 Value Index by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $71M 360k 197.17
2024-06-30 $90M 493k 182.01
2024-03-31 $97M 519k 186.81
2023-12-31 $96M 550k 173.89
2023-09-30 $93M 605k 153.77

More positions owned by Charles Schwab Investment Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Schwab Strategic Tr Fundamental Us L (FNDX)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Broadcom (AVGO)
Home Depot (HD)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Charles Schwab Investment Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index