CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 884546
SAN FRANCISCO, CA
Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,338,518
+$2,332,162 QoQ
Shares Held
236,309
+1.1% QoQ
Ownership
0.857%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,746,979 across 262 Banks - Regional names. UVSP ranks #121 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp \De\
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,338,518 | 236,309 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,006,356 | 233,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,693,016 | 234,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,184,446 | 239,322 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,157,390 | 238,262 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,684,480 | 235,701 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $7,241,370 | 245,387 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,919,147 | 245,883 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,862,173 | 256,775 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,861,329 | 281,524 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,682,381 | 303,331 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,223,506 | 300,547 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,949,395 | 218,440 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,143,935 | 216,678 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,625,579 | 215,292 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,992,552 | 212,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,296,251 | 208,186 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,680,987 | 212,294 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,205,497 | 207,403 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,603,966 | 204,599 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,352,608 | 202,981 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,678,517 | 198,619 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,975,335 | 193,165 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,768,596 | 192,665 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,156,499 | 195,570 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,991,831 | 183,323 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||