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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return