VIA
Virtus Investment Advisers’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
+17,335
| New | +$1.58M | 0.53% | 52 |
|
|
2018
Q1 | – | Sell |
-63,241
| Closed | -$3.25M | – | 366 |
|
|
2017
Q4 | $3.25M | Sell |
63,241
-5,467
| -8% | -$281K | 0.35% | 81 |
|
|
2017
Q3 | $3.01M | Sell |
68,708
-5,890
| -8% | -$258K | 0.32% | 109 |
|
|
2017
Q2 | $3.21M | Sell |
74,598
-14,046
| -16% | -$603K | 0.31% | 110 |
|
|
2017
Q1 | $3.62M | Sell |
88,644
-18,376
| -17% | -$750K | 0.32% | 113 |
|
|
2016
Q4 | $4.22M | Buy |
107,020
+97,088
| +978% | +$3.83M | 0.33% | 108 |
|
|
2016
Q3 | $314K | Buy |
+9,932
| New | +$314K | 0.02% | 401 |
|