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Univest Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Univest Financial’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,621
Closed -$459K – 262
2025
Q4 		$459K Buy
+19,621
New +$461K 0.02% 201
2025
Q1 		– Sell
-78,460
Closed -$1.78M – 286
2024
Q4 		$1.78M Buy
78,460
+65,988
+529% +$1.52M 0.11% 124
2024
Q3 		$296K Buy
+12,472
New +$292K 0.02% 240

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Univest Financial's SCHZ Position: Q1 2026 in Review

Univest Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 19,621 shares — an estimated $459K sold.

Univest Financial first reported a position in SCHZ in Q3 2024 and held it in 3 quarters. The position peaked at $1.78M in Q4 2024. 673 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Univest Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Univest Financial sold 19,621 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $459K.
  • Univest Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Univest Financial's Schwab US Aggregate Bond ETF position peaked at $1.78M in Q4 2024.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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