Charles Schwab’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.8M | Buy |
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|
2025
Q2 | $17.5M | Buy |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $23.4M | Buy |
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|
2024
Q3 | $16.6M | Buy |
|
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|
2024
Q2 | $14.7M | Buy |
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|
2024
Q1 | $8.19M | Buy |
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|
2023
Q4 | $6.81M | Buy |
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|
2023
Q3 | $5.14M | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $135K | Hold |
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|
2022
Q1 | $183K | Hold |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $202K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $321K | Buy |
|