UNIVEST FINANCIAL CORPORATIO

Ticker: UVSP CUSIP: 915271100 Class: Common Stock

CHARLES SCHWAB INVESTMENT MANAGEMENT INC's Holding History (CIK: 0000884546)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 234,973 Value ($000) $7,693 Avg Close $31.32 Range $28.04 - $35.65

Q3 2025

Shares 239,322 Value ($000) $7,184 Avg Close $30.71 Range $27.91 - $32.86

Q2 2025

Shares 238,262 Value ($000) $7,157 Avg Close $29.11 Range $22.83 - $31.78

Q1 2025

Shares 235,701 Value ($000) $6,684 Avg Close $29.59 Range $27.11 - $31.79

Q4 2024

Shares 245,387 Value ($000) $7,241 Avg Close $29.72 Range $25.92 - $32.75

Q3 2024

Shares 245,883 Value ($000) $6,919 Avg Close $26.66 Range $21.73 - $29.49

Q2 2024

Shares 256,775 Value ($000) $5,862 Avg Close $21.13 Range $18.41 - $23.10

Q1 2024

Shares 281,524 Value ($000) $5,861 Avg Close $20.32 Range $19.11 - $22.34

Q4 2023

Shares 303,331 Value ($000) $6,682 Avg Close $18.73 Range $16.10 - $22.49

Q3 2023

Shares 300,547 Value ($000) $5,224 Avg Close $18.41 Range $16.86 - $20.75

Q2 2023

Shares 218,440 Value ($000) $3,949 Avg Close $19.59 Range $16.11 - $24.46

Q1 2023

Shares 216,678 Value ($000) $5,144 Avg Close $26.47 Range $23.03 - $29.05

Q4 2022

Shares 215,292 Value ($000) $5,626 Avg Close $26.82 Range $23.52 - $29.06

Q3 2022

Shares 212,630 Value ($000) $4,993 Avg Close $25.26 Range $23.48 - $27.04

Q2 2022

Shares 208,186 Value ($000) $5,297 Avg Close $25.65 Range $24.40 - $27.07

Q1 2022

Shares 212,294 Value ($000) $5,681 Avg Close $29.39 Range $26.67 - $31.93

Q4 2021

Shares 207,403 Value ($000) $6,206 Avg Close $29.08 Range $27.30 - $30.95

Q3 2021

Shares 204,599 Value ($000) $5,604 Avg Close $26.84 Range $24.65 - $28.46

Q2 2021

Shares 202,981 Value ($000) $5,353 Avg Close $28.09 Range $25.69 - $29.72

Q1 2021

Shares 198,619 Value ($000) $5,679 Avg Close $25.36 Range $20.16 - $30.14

Q4 2020

Shares 193,165 Value ($000) $3,976 Avg Close $17.93 Range $14.10 - $20.80

Q3 2020

Shares 192,665 Value ($000) $2,769 Avg Close $15.55 Range $13.68 - $17.84

Q2 2020

Shares 195,570 Value ($000) $3,157 Avg Close $16.03 Range $13.20 - $19.39

Q1 2020

Shares 183,323 Value ($000) $2,992 Avg Close $22.88 Range $13.39 - $26.98

Q4 2019

Shares 179,732 Value ($000) $4,814 Avg Close $25.88 Range $24.24 - $27.54

Q3 2019

Shares 176,236 Value ($000) $4,496 Avg Close $25.87 Range $24.65 - $27.80

Q2 2019

Shares 171,709 Value ($000) $4,510 Avg Close $25.09 Range $23.53 - $26.51

Q1 2019

Shares 167,871 Value ($000) $4,107 Avg Close $24.41 Range $21.27 - $26.73

Q4 2018

Shares 164,315 Value ($000) $3,545 Avg Close $24.32 Range $20.18 - $26.84

Q3 2018

Shares 166,059 Value ($000) $4,393 Avg Close $27.83 Range $26.30 - $29.05

Q2 2018

Shares 158,331 Value ($000) $4,355 Avg Close $28.68 Range $27.25 - $30.15

Q1 2018

Shares 147,050 Value ($000) $4,074 Avg Close $28.02 Range $26.61 - $29.10

Q4 2017

Shares 127,322 Value ($000) $3,572 Avg Close $29.58 Range $27.60 - $32.25

Q3 2017

Shares 120,181 Value ($000) $3,846 Avg Close $29.85 Range $27.60 - $32.35

Q2 2017

Shares 109,041 Value ($000) $3,266 Avg Close $28.69 Range $25.65 - $30.75

Q1 2017

Shares 101,595 Value ($000) $2,632 Avg Close $28.04 Range $25.75 - $31.15

Q4 2016

Shares 95,781 Value ($000) $2,960 Avg Close $26.66 Range $22.76 - $31.50

Q3 2016

Shares 84,750 Value ($000) $1,980 Avg Close $22.30 Range $19.97 - $23.79

Q2 2016

Shares 47,853 Value ($000) $1,006 Avg Close $19.90 Range $18.81 - $21.28

Q1 2016

Shares 47,307 Value ($000) $923 Avg Close $19.37 Range $18.43 - $20.98

Q4 2015

Shares 46,644 Value ($000) $973 Avg Close $20.22 Range $18.77 - $21.19

Q3 2015

Shares 36,899 Value ($000) $710 Avg Close $19.69 Range $18.55 - $20.88

Q2 2015

Shares 42,700 Value ($000) $870 Avg Close $19.63 Range $18.77 - $20.92

Q1 2015

Shares 41,142 Value ($000) $815 Avg Close $19.25 Range $18.31 - $20.61

Q4 2014

Shares 38,938 Value ($000) $789 Avg Close $19.83 Range $18.50 - $20.70

Q3 2014

Shares 37,779 Value ($000) $709 Avg Close $19.45 Range $18.28 - $21.54

Q2 2014

Shares 36,866 Value ($000) $764 Avg Close $19.97 Range $18.95 - $21.37

Q1 2014

Shares 37,154 Value ($000) $763 Avg Close $19.43 Range $17.67 - $21.04

Q4 2013

Shares 31,182 Value ($000) $645 Avg Close $19.93 Range $18.41 - $21.48

Q3 2013

Shares 34,410 Value ($000) $654 Avg Close $19.77 Range $18.50 - $20.98

Q2 2013

Shares 34,423 Value ($000) $669 Avg Close $17.73 Range $16.10 - $19.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	234,973	$7,693	$31.32	$28.04 - $35.65
Q3 2025	239,322	$7,184	$30.71	$27.91 - $32.86
Q2 2025	238,262	$7,157	$29.11	$22.83 - $31.78
Q1 2025	235,701	$6,684	$29.59	$27.11 - $31.79
Q4 2024	245,387	$7,241	$29.72	$25.92 - $32.75
Q3 2024	245,883	$6,919	$26.66	$21.73 - $29.49
Q2 2024	256,775	$5,862	$21.13	$18.41 - $23.10
Q1 2024	281,524	$5,861	$20.32	$19.11 - $22.34
Q4 2023	303,331	$6,682	$18.73	$16.10 - $22.49
Q3 2023	300,547	$5,224	$18.41	$16.86 - $20.75
Q2 2023	218,440	$3,949	$19.59	$16.11 - $24.46
Q1 2023	216,678	$5,144	$26.47	$23.03 - $29.05
Q4 2022	215,292	$5,626	$26.82	$23.52 - $29.06
Q3 2022	212,630	$4,993	$25.26	$23.48 - $27.04
Q2 2022	208,186	$5,297	$25.65	$24.40 - $27.07
Q1 2022	212,294	$5,681	$29.39	$26.67 - $31.93
Q4 2021	207,403	$6,206	$29.08	$27.30 - $30.95
Q3 2021	204,599	$5,604	$26.84	$24.65 - $28.46
Q2 2021	202,981	$5,353	$28.09	$25.69 - $29.72
Q1 2021	198,619	$5,679	$25.36	$20.16 - $30.14
Q4 2020	193,165	$3,976	$17.93	$14.10 - $20.80
Q3 2020	192,665	$2,769	$15.55	$13.68 - $17.84
Q2 2020	195,570	$3,157	$16.03	$13.20 - $19.39
Q1 2020	183,323	$2,992	$22.88	$13.39 - $26.98
Q4 2019	179,732	$4,814	$25.88	$24.24 - $27.54
Q3 2019	176,236	$4,496	$25.87	$24.65 - $27.80
Q2 2019	171,709	$4,510	$25.09	$23.53 - $26.51
Q1 2019	167,871	$4,107	$24.41	$21.27 - $26.73
Q4 2018	164,315	$3,545	$24.32	$20.18 - $26.84
Q3 2018	166,059	$4,393	$27.83	$26.30 - $29.05
Q2 2018	158,331	$4,355	$28.68	$27.25 - $30.15
Q1 2018	147,050	$4,074	$28.02	$26.61 - $29.10
Q4 2017	127,322	$3,572	$29.58	$27.60 - $32.25
Q3 2017	120,181	$3,846	$29.85	$27.60 - $32.35
Q2 2017	109,041	$3,266	$28.69	$25.65 - $30.75
Q1 2017	101,595	$2,632	$28.04	$25.75 - $31.15
Q4 2016	95,781	$2,960	$26.66	$22.76 - $31.50
Q3 2016	84,750	$1,980	$22.30	$19.97 - $23.79
Q2 2016	47,853	$1,006	$19.90	$18.81 - $21.28
Q1 2016	47,307	$923	$19.37	$18.43 - $20.98
Q4 2015	46,644	$973	$20.22	$18.77 - $21.19
Q3 2015	36,899	$710	$19.69	$18.55 - $20.88
Q2 2015	42,700	$870	$19.63	$18.77 - $20.92
Q1 2015	41,142	$815	$19.25	$18.31 - $20.61
Q4 2014	38,938	$789	$19.83	$18.50 - $20.70
Q3 2014	37,779	$709	$19.45	$18.28 - $21.54
Q2 2014	36,866	$764	$19.97	$18.95 - $21.37
Q1 2014	37,154	$763	$19.43	$17.67 - $21.04
Q4 2013	31,182	$645	$19.93	$18.41 - $21.48
Q3 2013	34,410	$654	$19.77	$18.50 - $20.98
Q2 2013	34,423	$669	$17.73	$16.10 - $19.18