Charles Schwab
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Charles Schwab’s Velocity Financial VEL Stock Holding History

Charles Schwab’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
85,400
-2,151
-2% -$40.6K ﹤0.01% 2777
2025
Q4 		$1.82M Buy
87,551
+4,323
+5% +$81.2K ﹤0.01% 2778
2025
Q3 		$1.51M Sell
83,228
-16,046
-16% -$293K ﹤0.01% 2822
2025
Q2 		$1.84M Buy
99,274
+24,139
+32% +$423K ﹤0.01% 2691
2025
Q1 		$1.41M Sell
75,135
-4,746
-6% -$89.3K ﹤0.01% 2726
2024
Q4 		$1.56M Buy
79,881
+376
+0.5% +$7.47K ﹤0.01% 2751
2024
Q3 		$1.56M Buy
79,505
+49,687
+167% +$938K ﹤0.01% 2781
2024
Q2 		$535K Buy
29,818
+1,601
+6% +$28.2K ﹤0.01% 3167
2024
Q1 		$508K Hold
28,217
– – ﹤0.01% 3027
2023
Q4 		$486K Hold
28,217
– – ﹤0.01% 3081
2023
Q3 		$319K Hold
28,217
– – ﹤0.01% 3201
2023
Q2 		$325K Hold
28,217
– – ﹤0.01% 3206
2023
Q1 		$255K Hold
28,217
– – ﹤0.01% 3119
2022
Q4 		$272K Hold
28,217
– – ﹤0.01% 3136
2022
Q3 		$306K Sell
28,217
-86
-0.3% -$985 ﹤0.01% 3110
2022
Q2 		$312K Buy
28,303
+184
+0.7% +$1.95K ﹤0.01% 3183
2022
Q1 		$308K Buy
28,119
+6,192
+28% +$76.3K ﹤0.01% 3212
2021
Q4 		$301K Hold
21,927
– – ﹤0.01% 3283
2021
Q3 		$289K Hold
21,927
– – ﹤0.01% 3277
2021
Q2 		$274K Buy
+21,927
New +$233K ﹤0.01% 3252
2020
Q2 		– Sell
-15,603
Closed -$118K – 3361
2020
Q1 		$118K Buy
+15,603
New +$182K ﹤0.01% 3094

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab's VEL Position: Q1 2026 in Review

Charles Schwab reduced its Velocity Financial (VEL) stake by 2.5% in Q1 2026, selling an estimated $40.6K and leaving 85,400 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Charles Schwab first reported a position in VEL in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.84M in Q2 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

  • Charles Schwab held 85,400 shares of Velocity Financial worth $1.54M as of Q1 2026.
  • Charles Schwab sold 2,151 Velocity Financial shares in Q1 2026, an estimated $40.6K.
  • Velocity Financial made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2777 holding.
  • Charles Schwab first reported a position in Velocity Financial in Q1 2020 and has held it in 21 quarters since.
  • Charles Schwab's Velocity Financial position peaked at $1.84M in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.