UF
SCHW

Univest Financial’s Charles Schwab SCHW Stock Holding History

Univest Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.05M Buy
98,042
+791
+0.8% +$72.1K 0.44% 46
2026
Q1 		$9.14M Sell
97,251
-19,499
-17% -$1.91M 0.51% 47
2025
Q4 		$11.7M Sell
116,750
-1,949
-2% -$185K 0.62% 40
2025
Q3 		$11.3M Sell
118,699
-8,327
-7% -$790K 0.63% 40
2025
Q2 		$11.6M Sell
127,026
-1,094
-0.9% -$91.6K 0.7% 34
2025
Q1 		$10M Sell
128,120
-9,406
-7% -$738K 0.66% 39
2024
Q4 		$10.2M Sell
137,526
-552
-0.4% -$41.3K 0.64% 41
2024
Q3 		$8.95M Buy
138,078
+84,570
+158% +$5.56M 0.59% 43
2024
Q2 		$3.94M Sell
53,508
-2,363
-4% -$175K 1.1% 31
2024
Q1 		$4.04M Buy
+55,871
New +$3.68M 1.14% 33

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Univest Financial's SCHW Position: Q2 2026 in Review

Univest Financial increased its Charles Schwab (SCHW) stake by 0.81% in Q2 2026, buying an estimated $72.1K and bringing the position to 98,042 shares worth $9.05M. The position accounts for 0.44% of the portfolio, ranked #46.

Univest Financial first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Univest Financial held 98,042 shares of Charles Schwab worth $9.05M as of Q2 2026.
  • Univest Financial bought 791 Charles Schwab shares in Q2 2026, an estimated $72.1K.
  • Charles Schwab made up 0.44% of Univest Financial's portfolio in Q2 2026, its #46 holding.
  • Univest Financial first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • Univest Financial's Charles Schwab position peaked at $11.7M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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