Univest National Bank and Trust »

Schwab Strategic Tr us dividend eq shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 11k 27.30
2025-06-30 $273k 10k 26.50
2025-03-31 $298k 11k 27.96
2024-12-31 $285k 10k 27.32
2024-09-30 $277k 3.3k 84.53