Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

SMLFSMLF
7 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in ISHARES MSCI USA SMALL-CAP M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 3.2M shares of SMLF (ISHARES MSCI USA SMALL-CAP M), worth $289.2M as of 2026-Q2. The position was increased (+25.6% shares). SMLF represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$289.2M

Current Shares

3.2M

Total Value Change

+$257.5M

Total Shares Change

+2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.2M
+25.6%
$289.2M0.0%$89.14
38
2026-Q1
Increased
2.6M
+508.3%
$195.1M0.0%$78.14
49
2025-Q4
Decreased
424,888
-3.5%
$31.8M0.0%$75.60
0
2025-Q3
Decreased
440,260
-10.3%
$32.7M0.0%$74.05
0
2025-Q2
Increased
490,822
+11.3%
$33.4M0.0%$67.43
32
2025-Q1
Decreased
441,076
-6.0%
$27.4M0.0%$61.63
0
2024-Q4
New
469,495
-
$31.7M0.0%$66.84
40

Other major holders of SMLF: Steward Partners Investment Advisory, LLC, MERCER GLOBAL ADVISORS INC /ADV, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used