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 TR

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 3.2M shares of SMLF (ISHARES TR), 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%$88.92
38
2026-Q1
Increased
2.6M
+508.3%
$195.1M0.0%$75.13
49
2025-Q4
Decreased
424,888
-3.5%
$31.8M0.0%$74.33
0
2025-Q3
Decreased
440,260
-10.3%
$32.7M0.0%$73.57
0
2025-Q2
Increased
490,822
+11.3%
$33.4M0.0%$67.02
32
2025-Q1
Decreased
441,076
-6.0%
$27.4M0.0%$61.11
0
2024-Q4
New
469,495
-
$31.7M0.0%$66.19
40

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

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