Charles Schwab Corporation shares owned by Virtus Investment Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Virtus Investment Advisers
from 13F filings
Historical chart of Virtus Investment Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Virtus Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 95.47 |
| 2025-06-30 | $1.6M | 17k | 91.24 |
| 2017-12-31 | $3.2M | 63k | 51.37 |
| 2017-09-30 | $3.0M | 69k | 43.75 |
| 2017-06-30 | $3.2M | 75k | 42.96 |
| 2017-03-31 | $3.6M | 89k | 40.81 |
| 2016-12-31 | $4.2M | 107k | 39.47 |
| 2016-09-30 | $314k | 9.9k | 31.61 |
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