Charles Schwab’s Velo3D Inc VELO Stock Holding History

Charles Schwab’s Portfolio VELO Stock Details VELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$881K	Buy	50,207 +40,206	+402%	+$697K	﹤0.01%	3038
2026 Q1	$93.9K	Buy	+10,001	New	+$137K	﹤0.01%	3391

Other funds holding VELO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab's VELO Position: Q2 2026 in Review

Charles Schwab increased its Velo3D Inc (VELO) stake by 402% in Q2 2026, buying an estimated $697K and bringing the position to 50,207 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Charles Schwab first reported a position in VELO in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

Charles Schwab held 50,207 shares of Velo3D Inc worth $881K as of Q2 2026.
Charles Schwab bought 40,206 Velo3D Inc shares in Q2 2026, an estimated $697K.
Velo3D Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3038 holding.
Charles Schwab first reported a position in Velo3D Inc in Q1 2026 and has held it in 2 quarters since.
134 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.