Univest Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
127,026
-1,094
| -0.9% | -$99.8K | 0.7% | 34 |
|
|
2025
Q1 | $10M | Sell |
128,120
-9,406
| -7% | -$736K | 0.66% | 39 |
|
|
2024
Q4 | $10.2M | Sell |
137,526
-552
| -0.4% | -$40.9K | 0.64% | 41 |
|
|
2024
Q3 | $8.95M | Buy |
138,078
+84,570
| +158% | +$5.48M | 0.59% | 43 |
|
|
2024
Q2 | $3.94M | Sell |
53,508
-2,363
| -4% | -$174K | 1.1% | 31 |
|
|
2024
Q1 | $4.04M | Buy |
+55,871
| New | +$4.04M | 1.14% | 33 |
|