Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,046,335
-$93,312 QoQ
Shares Held
98,042
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#522
of 2,303 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $10,038,709 across 3 Capital Markets names. SCHW ranks #1 (90.1% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,046,335 | 98,042 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $9,139,647 | 97,251 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $11,664,491 | 116,750 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $11,332,192 | 118,699 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $11,589,850 | 127,026 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $10,029,232 | 128,120 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $10,178,298 | 137,526 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $8,948,834 | 138,078 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,943,003 | 53,508 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,041,708 | 55,871 | Shares | Other | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||