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VELVEL
Showing 8 of 23 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in VELOCITY FINL INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 89,499 shares of VEL (VELOCITY FINL INC), worth $1.7M as of 2026-Q2. The position was increased (+4.8% shares). VEL represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$1.7M

Current Shares

89,499

Total Value Change

+$93,059

Total Shares Change

+9,994

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
89,499
+4.8%
$1.7M0.0%$18.46
27
2026-Q1
Decreased
85,400
-2.5%
$1.5M0.0%$18.34
0
2025-Q4
Increased
87,551
+5.2%
$1.8M0.0%$19.49
27
2025-Q3
Decreased
83,228
-16.2%
$1.5M0.0%$18.24
0
2025-Q2
Increased
99,274
+32.1%
$1.8M0.0%$18.81
33
2025-Q1
Decreased
75,135
-5.9%
$1.4M0.0%$18.55
0
2024-Q4
Increased
79,881
+0.5%
$1.6M0.0%$19.97
26
2024-Q3
Increased
79,505
+166.6%
$1.6M0.0%$19.55
41

Other major holders of VEL: Allianz Asset Management GmbH

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