iShares S&P 500 Index shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $319M | 583k | 547.23 |
| 2024-03-31 | $315M | 599k | 525.73 |
| 2023-12-31 | $343M | 718k | 477.63 |
| 2023-09-30 | $318M | 741k | 429.43 |
| 2023-06-30 | $348M | 780k | 445.71 |
| 2023-03-31 | $370M | 899k | 411.08 |
| 2022-12-31 | $348M | 905k | 384.21 |
| 2022-09-30 | $340M | 948k | 358.65 |
| 2022-06-30 | $375M | 989k | 379.15 |
| 2022-03-31 | $449M | 990k | 453.69 |
| 2021-12-31 | $451M | 945k | 476.99 |
| 2021-09-30 | $421M | 978k | 430.82 |
| 2021-06-30 | $454M | 1.1M | 429.92 |
| 2021-03-31 | $453M | 1.1M | 397.82 |
| 2020-12-31 | $455M | 1.2M | 375.39 |
| 2020-09-30 | $495M | 1.5M | 336.06 |
| 2020-06-30 | $486M | 1.6M | 309.69 |
| 2020-03-31 | $439k | 1.7k | 258.69 |
More positions owned by Charles Schwab Investment Management
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