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Vanguard Small-Cap Value ETF shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF 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 Vanguard Small-Cap Value ETF by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $59M 296k 200.78
2024-06-30 $57M 311k 182.52
2024-03-31 $62M 325k 191.88
2023-12-31 $61M 341k 179.97
2023-09-30 $58M 365k 159.47

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 Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF