Charles Schwab · VTR Holdings Trend
Ventas · SEC 13F
Charles Schwab Holdings of VTR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 4.6M | $201M | — |
| 2024Q2 | 4.7M | $240M | +19.1% |
| 2024Q3 | 4.9M | $314M | +31.3% |
| 2024Q4 | 5.0M | $296M | -5.9% |
| 2025Q1 | 5.3M | $362M | +22.3% |
| 2025Q2 | 5.6M | $353M | -2.4% |
| 2025Q3 | 11.0M | $765M | +116.4% |
| 2025Q4 | 6.2M | $481M | -37.1% |
| 2026Q1 | 6.4M | $527M | +9.6% |
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Data source: SEC EDGAR Form 13F