Univest Financial Corp Schwab Us Aggregate Bond ETF Transaction History
Univest Financial Corp
- $1.51 Billion
- Q3 2024
A detailed history of Univest Financial Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Univest Financial Corp holds 6,236 shares of SCHZ stock, worth $142,991. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,236Holding current value
$142,991% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio