Charles Schwab Investment Management Inc Velocity Financial, Inc. Transaction History
Charles Schwab Investment Management Inc
- $429 Billion
- Q1 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Velocity Financial, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 28,217 shares of VEL stock, worth $505,930. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,217
Previous 28,217
-0.0%
Holding current value
$505,930
Previous $485,000
4.54%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VEL
# of Institutions
53Shares Held
32.3MCall Options Held
863KPut Options Held
0-
Snow Phipps Group, LLC New York, NY12.3MShares$220 Million75.94% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M11MShares$197 Million0.31% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.43MShares$97.4 Million51.58% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA1.14MShares$20.4 Million0.04% of portfolio
-
Black Rock Inc. New York, NY590KShares$10.6 Million0.0% of portfolio
About Velocity Financial, Inc.
- Ticker VEL
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 32,415,900
- Market Cap $581M
- Description
- Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 1?4 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is ...