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

Charles Schwab’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
2024
Q4 		– Sell
-467,839
Closed -$29.2M – 3502
2024
Q3 		$29.2M Sell
467,839
-6,597
-1% -$398K 0.01% 1476
2024
Q2 		$27.8M Sell
474,436
-422,792
-47% -$24.8M 0.01% 1467
2024
Q1 		$54.5M Sell
897,228
-556,707
-38% -$31.5M 0.01% 981
2023
Q4 		$80.6M Sell
1,453,935
-86,810
-6% -$4.4M 0.02% 671
2023
Q3 		$76.8M Buy
1,540,745
+765,030
+99% +$40.1M 0.02% 627
2023
Q2 		$40.6M Sell
775,715
-16,365
-2% -$813K 0.01% 1000
2023
Q1 		$39.6M Sell
792,080
-13,860
-2% -$706K 0.01% 987
2022
Q4 		$39M Sell
805,940
-60,745
-7% -$2.93M 0.01% 971
2022
Q3 		$38M Buy
866,685
+17,400
+2% +$841K 0.01% 931
2022
Q2 		$38.4M Buy
849,285
+7,245
+0.9% +$358K 0.01% 929
2022
Q1 		$45.2M Buy
842,040
+83,985
+11% +$4.47M 0.01% 936
2021
Q4 		$42.9M Sell
758,055
-16,940
-2% -$943K 0.01% 1006
2021
Q3 		$40.8M Sell
774,995
-19,885
-3% -$1.07M 0.01% 1018
2021
Q2 		$42.7M Sell
794,880
-118,870
-13% -$6.42M 0.01% 978
2021
Q1 		$47.6M Sell
913,750
-54,785
-6% -$2.74M 0.02% 867
2020
Q4 		$44.5M Sell
968,535
-307,255
-24% -$12.9M 0.02% 839
2020
Q3 		$47.3M Sell
1,275,790
-1,163,725
-48% -$43.5M 0.02% 693
2020
Q2 		$86.8M Buy
+2,439,515
New +$81M 0.04% 406

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Charles Schwab's IJH Position: Q4 2024 in Review

Charles Schwab sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 467,839 shares — an estimated $29.2M sold.

Charles Schwab first reported a position in IJH in Q2 2020 and held it in 18 quarters. The position peaked at $86.8M in Q2 2020. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Charles Schwab reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 467,839 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $29.2M.
  • Charles Schwab first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 18 quarters.
  • Charles Schwab's iShares Core S&P Mid-Cap ETF position peaked at $86.8M in Q2 2020.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.