Univest Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Univest Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$367K	Buy	11,970 +1,477	+14%	+$44.8K	0.02%	216
2025 Q4	$288K	Buy	10,493 +2	+0%	+$54	0.02%	234
2025 Q3	$286K	Buy	10,491 +185	+2%	+$5.05K	0.02%	232
2025 Q2	$273K	Sell	10,306 -341	-3%	-$8.9K	0.02%	229
2025 Q1	$298K	Buy	10,647 +201	+2%	+$5.6K	0.02%	235
2024 Q4	$285K	Buy	10,446 +624	+6%	+$17.7K	0.02%	244
2024 Q3	$277K	Buy	+9,822	New	+$268K	0.02%	247

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Univest Financial's SCHD Position: Q1 2026 in Review

Univest Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q1 2026, buying an estimated $44.8K and bringing the position to 11,970 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #216.

Univest Financial first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Univest Financial held 11,970 shares of Schwab US Dividend Equity ETF worth $367K as of Q1 2026.
Univest Financial bought 1,477 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $44.8K.
Schwab US Dividend Equity ETF made up 0.02% of Univest Financial's portfolio in Q1 2026, its #216 holding.
Univest Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.