Haverford Trust Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $401K | Hold |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $470K | Hold |
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|
2021
Q4 | $482K | Hold |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $269K | Sell |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $240K | Buy |
|