A detailed history of Univest Financial Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Univest Financial Corp holds 8,662 shares of SCHX stock, worth $226,597. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,662
Previous 9,624 10.0%
Holding current value
$226,597
Previous $212,000 0.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 04, 2025

SELL
$19.6 - $24.44 $18,855 - $23,511
-962 Reduced 10.0%
8,662 $211,000
Q1 2025

May 08, 2025

BUY
$21.75 - $24.28 $65 - $72
3 Added 0.03%
9,624 $212,000
Q4 2024

Feb 11, 2025

BUY
$22.4 - $68.28 $215,510 - $656,921
9,621 New
9,621 $223,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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