Charles Schwab Investment Management Inc Univest Financial Corp Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Univest Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 238,262 shares of UVSP stock, worth $7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
238,262
Previous 235,701 1.09%
Holding current value
$7 Million
Previous $6.68 Million 7.08%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$25.3 - $31.35 $64,793 - $80,287
2,561 Added 1.09%
238,262 $7.16 Million
Q1 2025

Sep 15, 2025
SELL
$27.52 - $31.63 $70,478 - $81,004
-2,561 Reduced 1.07%
235,701 $6.68 Million
Q1 2025

May 09, 2025
SELL
$27.52 - $31.63 $266,558 - $306,368
-9,686 Reduced 3.95%
235,701 $6.68 Million
Q4 2024

Feb 06, 2025
SELL
$26.85 - $32.21 $13,317 - $15,976
-496 Reduced 0.2%
245,387 $7.24 Million
Q3 2024

Nov 12, 2024
SELL
$22.22 - $29.19 $242,020 - $317,937
-10,892 Reduced 4.24%
245,883 $6.92 Million
Q2 2024

Aug 12, 2024
SELL
$18.44 - $22.93 $456,371 - $567,494
-24,749 Reduced 8.79%
256,775 $5.86 Million
Q1 2024

May 08, 2024
SELL
$19.25 - $22.06 $419,784 - $481,062
-21,807 Reduced 7.19%
281,524 $5.86 Million
Q4 2023

Feb 06, 2024
BUY
$16.21 - $22.32 $45,128 - $62,138
2,784 Added 0.93%
303,331 $6.68 Million
Q3 2023

Nov 08, 2023
BUY
$17.03 - $20.75 $1.4 Million - $1.7 Million
82,107 Added 37.59%
300,547 $5.22 Million
Q2 2023

Aug 09, 2023
BUY
$16.3 - $23.55 $28,720 - $41,495
1,762 Added 0.81%
218,440 $3.95 Million
Q1 2023

May 11, 2023
BUY
$23.24 - $28.72 $32,210 - $39,805
1,386 Added 0.64%
216,678 $5.14 Million
Q4 2022

Feb 13, 2023
BUY
$23.85 - $28.75 $63,488 - $76,532
2,662 Added 1.25%
215,292 $5.63 Million
Q3 2022

Nov 14, 2022
BUY
$23.48 - $26.96 $104,345 - $119,810
4,444 Added 2.13%
212,630 $4.99 Million
Q2 2022

Aug 15, 2022
SELL
$24.83 - $26.86 $102,001 - $110,340
-4,108 Reduced 1.94%
208,186 $5.3 Million
Q1 2022

May 13, 2022
BUY
$26.76 - $31.41 $130,883 - $153,626
4,891 Added 2.36%
212,294 $5.68 Million
Q4 2021

Feb 11, 2022
BUY
$27.44 - $30.78 $76,941 - $86,307
2,804 Added 1.37%
207,403 $6.21 Million
Q3 2021

Nov 16, 2021
BUY
$24.86 - $28.25 $40,223 - $45,708
1,618 Added 0.8%
204,599 $5.6 Million
Q2 2021

Aug 16, 2021
BUY
$26.37 - $29.4 $115,025 - $128,242
4,362 Added 2.2%
202,981 $5.35 Million
Q1 2021

May 17, 2021
BUY
$20.49 - $29.45 $111,752 - $160,620
5,454 Added 2.82%
198,619 $5.68 Million
Q4 2020

Feb 16, 2021
BUY
$14.4 - $20.58 $7,200 - $10,290
500 Added 0.26%
193,165 $3.98 Million
Q3 2020

Nov 13, 2020
SELL
$13.76 - $17.45 $39,972 - $50,692
-2,905 Reduced 1.49%
192,665 $2.77 Million
Q2 2020

Aug 14, 2020
BUY
$14.21 - $19.19 $174,029 - $235,019
12,247 Added 6.68%
195,570 $3.16 Million
Q1 2020

May 15, 2020
BUY
$13.87 - $26.96 $49,807 - $96,813
3,591 Added 2.0%
183,323 $2.99 Million
Q4 2019

Feb 07, 2020
BUY
$24.26 - $27.47 $84,812 - $96,035
3,496 Added 1.98%
179,732 $4.81 Million
Q3 2019

Nov 08, 2019
BUY
$24.8 - $27.48 $112,269 - $124,401
4,527 Added 2.64%
176,236 $4.5 Million
Q2 2019

Aug 09, 2019
BUY
$23.88 - $26.26 $91,651 - $100,785
3,838 Added 2.29%
171,709 $4.51 Million
Q1 2019

May 14, 2019
BUY
$21.9 - $26.51 $77,876 - $94,269
3,556 Added 2.16%
167,871 $4.11 Million
Q4 2018

Feb 14, 2019
SELL
$20.59 - $26.43 $35,908 - $46,093
-1,744 Reduced 1.05%
164,315 $3.55 Million
Q3 2018

Nov 13, 2018
BUY
$26.45 - $28.9 $204,405 - $223,339
7,728 Added 4.88%
166,059 $4.39 Million
Q2 2018

Aug 08, 2018
BUY
$27.5 - $29.85 $310,227 - $336,737
11,281 Added 7.67%
158,331 $4.36 Million
Q1 2018

May 07, 2018
BUY
$26.8 - $28.9 $528,710 - $570,139
19,728 Added 15.49%
147,050 $4.07 Million
Q4 2017

Jan 17, 2018
BUY
$27.85 - $32.2 $198,876 - $229,940
7,141 Added 5.94%
127,322 $3.57 Million
Q3 2017

Nov 13, 2017
BUY
$27.8 - $32.2 $3.34 Million - $3.87 Million
120,181
120,181 $3.85 Million

Others Institutions Holding UVSP

# of Institutions
192
Shares Held
20.4M
Call Options Held
0
Put Options Held
0
View Full List

About UNIVEST FINANCIAL Corp

UVSP Quotes by TradingView
  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $859M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
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