Haverford Trust Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $965K | Hold |
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|
2024
Q2 | $889K | Sell |
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|
2024
Q1 | $956K | Hold |
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|
2023
Q4 | $882K | Hold |
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|
2023
Q3 | $811K | Hold |
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|
2023
Q2 | $844K | Hold |
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|
2023
Q1 | $825K | Hold |
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|
2022
Q4 | $831K | Hold |
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|
2022
Q3 | $747K | Hold |
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|
2022
Q2 | $785K | Hold |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $921K | Buy |
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|
2021
Q3 | $847K | Buy |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $647K | Buy |
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