Virtus Investment Advisers’s Charles Schwab SCHW Stock Holding History

Virtus Investment Advisers’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Buy
2018 Q1	–	Sell
2017 Q4	$3.25M	Sell
2017 Q3	$3.01M	Sell
2017 Q2	$3.21M	Sell
2017 Q1	$3.62M	Sell
2016 Q4	$4.22M	Buy
2016 Q3	$314K	Buy