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 79,505 shares of VEL stock, worth $1.64 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79,505
Previous 29,818 166.63%
Holding current value
$1.64 Million
Previous $534,000 191.39%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$18.0 - $20.07 $894,366 - $997,218
49,687 Added 166.63%
79,505 $1.56 Million
Q2 2024

Aug 12, 2024

BUY
$16.06 - $18.67 $25,712 - $29,890
1,601 Added 5.67%
29,818 $534,000
Q3 2022

Nov 14, 2022

SELL
$10.11 - $13.0 $869 - $1,118
-86 Reduced 0.3%
28,217 $306,000
Q2 2022

Aug 15, 2022

BUY
$9.13 - $11.64 $1,679 - $2,141
184 Added 0.65%
28,303 $312,000
Q1 2022

May 13, 2022

BUY
$10.54 - $13.61 $65,263 - $84,273
6,192 Added 28.24%
28,119 $308,000
Q2 2021

Aug 16, 2021

BUY
$7.95 - $13.25 $174,319 - $290,532
21,927 New
21,927 $274,000
Q2 2020

Aug 14, 2020

SELL
$2.47 - $6.33 $38,539 - $98,766
-15,603 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$3.45 - $14.64 $53,830 - $228,427
15,603 New
15,603 $118,000

Others Institutions Holding VEL

About Velocity Financial, Inc.


  • Ticker VEL
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 32,415,900
  • Market Cap $668M
  • 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 ...
More about VEL
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.