Charles Schwab Trust »

iShares S&P 500 Growth Index shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $430k 3.6k 120.72
2025-06-30 $225k 2.0k 110.10
2019-12-31 $643k 3.3k 193.56
2019-09-30 $591k 3.3k 177.90

More positions owned by Charles Schwab Trust

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Charles Schwab Trust

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index