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Vertex Energy shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Vertex Energy (VTNR) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Vertex Energy

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All positions including Vertex Energy held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex Energy by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $676k 199k 3.39
2023-09-30 $862k 194k 4.45
2023-06-30 $1.1M 180k 6.25
2023-03-31 $1.5M 149k 9.88
2022-12-31 $912k 147k 6.20
2022-09-30 $905k 145k 6.23
2022-06-30 $1.5M 140k 10.52
2022-03-31 $176k 18k 9.94
2021-12-31 $81k 18k 4.58
2021-09-30 $93k 18k 5.25
2021-06-30 $137k 10k 13.31
2015-03-31 $65k 17k 3.76
2014-12-31 $73k 17k 4.22
2014-09-30 $121k 17k 6.99
2014-06-30 $168k 17k 9.71