Skip to content
Disclosery

Virtus Investment Advisers, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virtus Investment Advisers, LLC on SCHW, newest first. How the timeline and the estimate are built.

Virtus Investment Advisers, LLC held 21,179 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,179 shares
    Change vs previous 13F +1,508 shares

    0.28% of the 13F portfolio, value $1,954,186.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 19,859 shares
    • VIRTUS ADVISERS, LLC: 1,320 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,671 shares
    Change vs previous 13F -2,358 shares

    0.32% of the 13F portfolio, value $1,848,681.

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 18,296 shares
    • VIRTUS ADVISERS, LLC: 1,375 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,029 shares
    Change vs previous 13F +2,155 shares

    0.38% of the 13F portfolio, value $2,200,918.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 20,324 shares
    • VIRTUS ADVISERS, LLC: 1,705 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 19,874 shares
    Change vs previous 13F +2,539 shares

    0.36% of the 13F portfolio, value $1,897,371.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 18,714 shares
    • VIRTUS ADVISERS, LLC: 1,160 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,335 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,581,645.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).