Haverford Trust Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Haverford Trust Company’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693K	Hold	18,795	–	–	0.01%	269
2026 Q1	$582K	Sell	18,795 -675	-3%	-$21.5K	0.01%	284
2025 Q4	$585K	Buy	19,470 +807	+4%	+$24.1K	0.01%	274
2025 Q3	$553K	Buy	18,663 +123	+0.7%	+$3.58K	0.01%	273
2025 Q2	$520K	Hold	18,540	–	–	﹤0.01%	289
2025 Q1	$486K	Hold	18,540	–	–	﹤0.01%	293
2024 Q4	$514K	Hold	18,540	–	–	0.01%	285
2024 Q3	$513K	Hold	18,540	–	–	0.01%	299
2024 Q2	$481K	Hold	18,540	–	–	0.01%	298
2024 Q1	$503K	Hold	18,540	–	–	0.01%	281
2023 Q4	$465K	Hold	18,540	–	–	0.01%	280
2023 Q3	$418K	Hold	18,540	–	–	0.01%	280
2023 Q2	$439K	Hold	18,540	–	–	0.01%	282
2023 Q1	$419K	Sell	18,540 -1,800	-9%	-$41.5K	0.01%	279
2022 Q4	$445K	Hold	20,340	–	–	0.01%	252
2022 Q3	$413K	Hold	20,340	–	–	0.01%	258
2022 Q2	$425K	Hold	20,340	–	–	0.01%	253
2022 Q1	$514K	Sell	20,340 -1,191	-6%	-$29.9K	0.01%	250
2021 Q4	$577K	Hold	21,531	–	–	0.01%	242
2021 Q3	$550K	Sell	21,531 -1,269	-6%	-$33.2K	0.01%	243
2021 Q2	$595K	Sell	22,800 -531	-2%	-$13.7K	0.01%	240
2021 Q1	$579K	Buy	+23,331	New	+$566K	0.01%	218

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Haverford Trust Company's SCHM Position: Q2 2026 in Review

Haverford Trust Company held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 18,795 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #269.

Haverford Trust Company first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Haverford Trust Company held 18,795 shares of Schwab US Mid-Cap ETF worth $693K as of Q2 2026.
Haverford Trust Company left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #269 holding.
Haverford Trust Company first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.