Haverford Trust Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Hold |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $481K | Hold |
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|
2024
Q1 | $503K | Hold |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $514K | Sell |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $579K | Buy |
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