Charles Schwab’s Veritone VERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $282K | Buy |
205,648
+154,719
| +304% | +$296K | ﹤0.01% | 3340 |
|
|
2026
Q1 | $100K | Sell |
50,929
-18
| -0% | -$61 | ﹤0.01% | 3382 |
|
|
2025
Q4 | $237K | Buy |
50,947
+30,907
| +154% | +$166K | ﹤0.01% | 3322 |
|
|
2025
Q3 | $96.6K | Buy |
20,040
+40
| +0.2% | +$116 | ﹤0.01% | 3395 |
|
|
2025
Q2 | $25.2K | Hold |
20,000
| – | – | ﹤0.01% | 3484 |
|
|
2025
Q1 | $46.5K | Hold |
20,000
| – | – | ﹤0.01% | 3411 |
|
|
2024
Q4 | $65.6K | Buy |
+20,000
| New | +$64.8K | ﹤0.01% | 3428 |
|
|
2024
Q2 | – | Sell |
-59,872
| Closed | -$315K | – | 3685 |
|
|
2024
Q1 | $315K | Hold |
59,872
| – | – | ﹤0.01% | 3166 |
|
|
2023
Q4 | $108K | Hold |
59,872
| – | – | ﹤0.01% | 3340 |
|
|
2023
Q3 | $154K | Sell |
59,872
-11,260
| -16% | -$37.4K | ﹤0.01% | 3320 |
|
|
2023
Q2 | $279K | Sell |
71,132
-11,226
| -14% | -$49K | ﹤0.01% | 3250 |
|
|
2023
Q1 | $480K | Hold |
82,358
| – | – | ﹤0.01% | 2965 |
|
|
2022
Q4 | $436K | Buy |
82,358
+2,397
| +3% | +$15.4K | ﹤0.01% | 3033 |
|
|
2022
Q3 | $451K | Sell |
79,961
-55
| -0.1% | -$387 | ﹤0.01% | 3031 |
|
|
2022
Q2 | $523K | Buy |
80,016
+4,961
| +7% | +$50K | ﹤0.01% | 3058 |
|
|
2022
Q1 | $1.37M | Buy |
75,055
+2,061
| +3% | +$35.5K | ﹤0.01% | 2757 |
|
|
2021
Q4 | $1.64M | Buy |
72,994
+1,368
| +2% | +$35.1K | ﹤0.01% | 2764 |
|
|
2021
Q3 | $1.71M | Buy |
71,626
+151
| +0.2% | +$3.08K | ﹤0.01% | 2735 |
|
|
2021
Q2 | $1.41M | Buy |
71,475
+6,155
| +9% | +$134K | ﹤0.01% | 2822 |
|
|
2021
Q1 | $1.57M | Buy |
65,320
+7,557
| +13% | +$269K | ﹤0.01% | 2719 |
|
|
2020
Q4 | $1.64M | Sell |
57,763
-716
| -1% | -$12.4K | ﹤0.01% | 2649 |
|
|
2020
Q3 | $536K | Hold |
58,479
| – | – | ﹤0.01% | 2858 |
|
|
2020
Q2 | $869K | Buy |
+58,479
| New | +$491K | ﹤0.01% | 2664 |
|
|
2019
Q2 | – | Sell |
-22,863
| Closed | -$119K | – | 3264 |
|
|
2019
Q1 | $119K | Buy |
22,863
+7,563
| +49% | +$42.1K | ﹤0.01% | 3081 |
|
|
2018
Q4 | $59K | Hold |
15,300
| – | – | ﹤0.01% | 3124 |
|
|
2018
Q3 | $160K | Buy |
15,300
+3,800
| +33% | +$50.2K | ﹤0.01% | 3096 |
|
|
2018
Q2 | $194K | Buy |
+11,500
| New | +$224K | ﹤0.01% | 3069 |
|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$205K | – | 3062 |
|
|
2017
Q3 | $205K | Buy |
+4,500
| New | +$83.5K | ﹤0.01% | 3003 |
|
Other funds holding VERI
BAM
SAM
Charles Schwab's VERI Position: Q2 2026 in Review
Charles Schwab increased its Veritone (VERI) stake by 304% in Q2 2026, buying an estimated $296K and bringing the position to 205,648 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3340.
Charles Schwab first reported a position in VERI in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.71M in Q3 2021. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.
- Charles Schwab held 205,648 shares of Veritone worth $282K as of Q2 2026.
- Charles Schwab bought 154,719 Veritone shares in Q2 2026, an estimated $296K.
- Veritone made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3340 holding.
- Charles Schwab first reported a position in Veritone in Q3 2017 and has held it in 28 quarters since.
- Charles Schwab's Veritone position peaked at $1.71M in Q3 2021.
- 90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.