A detailed history of Univest Financial Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Univest Financial Corp holds 55,871 shares of SCHW stock, worth $3.62 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
55,871
Holding current value
$3.62 Million
% of portfolio
1.15%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$61.89 - $72.38 $3.46 Million - $4.04 Million
55,871 New
55,871 $4.04 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $118B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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