Charles Schwab Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Charles Schwab Trust’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	3,182 +182	+6%	+$13.4K	0.01%	159
2026 Q1	$203K	Sell	3,000 -710	-19%	-$49.3K	0.01%	163
2025 Q4	$245K	Sell	3,710 -1,064	-22%	-$69.7K	0.02%	162
2025 Q3	$312K	Buy	4,774 +70	+1%	+$4.5K	0.02%	153
2025 Q2	$292K	Buy	+4,704	New	+$276K	0.02%	152
2025 Q1	–	Sell	-6,065	Closed	-$378K	–	169
2024 Q4	$378K	Sell	6,065 -230	-4%	-$14.8K	0.03%	125
2024 Q3	$392K	Hold	6,295	–	–	0.03%	120
2024 Q2	$368K	Sell	6,295 -25	-0.4%	-$1.47K	0.03%	124
2024 Q1	$384K	Sell	6,320 -1,305	-17%	-$73.9K	0.04%	123
2023 Q4	$423K	Buy	7,625 +1,345	+21%	+$68.2K	0.04%	124
2023 Q3	$313K	Hold	6,280	–	–	0.04%	141
2023 Q2	$302K	Buy	6,280 +1,255	+25%	+$62.4K	0.04%	120
2023 Q1	$251K	Buy	+5,025	New	+$256K	0.03%	127
2022 Q1	–	Sell	-6,045	Closed	-$342K	–	160
2021 Q4	$342K	Buy	+6,045	New	+$336K	0.06%	132

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab Trust's IJH Position: Q2 2026 in Review

Charles Schwab Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,182 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #159.

Charles Schwab Trust first reported a position in IJH in Q4 2021 and has held it in 14 quarters since. The position peaked at $423K in Q4 2023. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Charles Schwab Trust held 3,182 shares of iShares Core S&P Mid-Cap ETF worth $245K as of Q2 2026.
Charles Schwab Trust bought 182 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $13.4K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Charles Schwab Trust's portfolio in Q2 2026, its #159 holding.
Charles Schwab Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Charles Schwab Trust's iShares Core S&P Mid-Cap ETF position peaked at $423K in Q4 2023.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.