Charles Schwab Corporation shares owned by Univest National Bank and Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Univest National Bank and Trust
from 13F filings
Historical chart of Univest National Bank and Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 138k | 64.81 |
| 2024-06-30 | $3.9M | 54k | 73.69 |
| 2024-03-31 | $4.0M | 56k | 72.34 |
More positions owned by Univest National Bank and Trust
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