Charles Schwab Investment Management Inc Velocity Financial, Inc. Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
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 99,274 shares of VEL stock, worth $1.84 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99,274
Previous 75,135
32.13%
Holding current value
$1.84 Million
Previous $1.41 Million
30.96%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding VEL
# of Institutions
110Shares Held
36.2MCall Options Held
825KPut Options Held
843K-
Snow Phipps Group, LLC New York, NY13.4MShares$247 Million77.89% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M12.6MShares$234 Million0.31% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.38MShares$99.4 Million10.82% of portfolio
-
Black Rock Inc. New York, NY656KShares$12.1 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA543KShares$10 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 $599M
- 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 ...