Univest Financial Corp Schwab Strategic Tr Us Dividen Transaction History

Univest Financial Corp

  • $1.74 Billion
  • Q3 2025

A detailed history of Univest Financial Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Univest Financial Corp holds 10,491 shares of SCHD stock, worth $285,774. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,491
Previous 10,306 1.8%
Holding current value
$285,774
Previous $273,000 4.76%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$26.38 - $27.95 $4,880 - $5,170
185 Added 1.8%
10,491 $286,000
Q2 2025

Aug 04, 2025
SELL
$24.32 - $27.87 $8,293 - $9,503
-341 Reduced 3.2%
10,306 $273,000
Q1 2025

May 08, 2025
BUY
$27.01 - $28.54 $5,429 - $5,736
201 Added 1.92%
10,647 $297,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $193,141 - $609,261
7,172 Added 219.06%
10,446 $285,000
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $252,163 - $278,486
3,274 New
3,274 $276,000

Others Institutions Holding SCHD

# of Institutions
2,065
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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