Univest Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Univest Financial’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,683	Closed	-$207K	–	261
2025 Q4	$207K	Sell	7,683 -491	-6%	-$13.1K	0.01%	250
2025 Q3	$215K	Sell	8,174 -488	-6%	-$12.4K	0.01%	250
2025 Q2	$212K	Sell	8,662 -962	-10%	-$21.7K	0.01%	253
2025 Q1	$212K	Buy	9,624 +3	+0%	+$70	0.01%	264
2024 Q4	$223K	Buy	+9,621	New	+$224K	0.01%	262

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Univest Financial's SCHX Position: Q1 2026 in Review

Univest Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 7,683 shares — an estimated $207K sold.

Univest Financial first reported a position in SCHX in Q4 2024 and held it in 5 quarters. The position peaked at $223K in Q4 2024. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Univest Financial reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Univest Financial sold 7,683 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $207K.
Univest Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 5 quarters.
Univest Financial's Schwab US Large- Cap ETF position peaked at $223K in Q4 2024.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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