Vertex shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Vertex
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Quarterly reported holdings in Vertex by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 432k | 38.51 |
| 2024-06-30 | $15M | 409k | 36.05 |
| 2024-03-31 | $8.2M | 258k | 31.76 |
| 2023-12-31 | $6.8M | 253k | 26.94 |
| 2023-09-30 | $5.1M | 223k | 23.10 |
| 2023-06-30 | $335k | 17k | 19.50 |
| 2023-03-31 | $321k | 16k | 20.69 |
| 2022-12-31 | $225k | 16k | 14.51 |
| 2022-09-30 | $213k | 16k | 13.72 |
| 2022-06-30 | $135k | 12k | 11.37 |
| 2022-03-31 | $183k | 12k | 15.41 |
| 2021-12-31 | $189k | 12k | 15.92 |
| 2021-09-30 | $229k | 12k | 19.28 |
| 2021-06-30 | $202k | 9.2k | 21.98 |
| 2021-03-31 | $203k | 9.2k | 22.08 |
| 2020-12-31 | $321k | 9.2k | 34.92 |