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

Univest Financial's SCHD Position: Q2 2026 in Review

Univest Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.8% in Q2 2026, buying an estimated $22K and bringing the position to 12,662 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #222.

Univest Financial first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Univest Financial held 12,662 shares of Schwab US Dividend Equity ETF worth $401K as of Q2 2026.
• Univest Financial bought 692 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $22K.
• Schwab US Dividend Equity ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #222 holding.
• Univest Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
• 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.