Haverford Trust Company’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Hold |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $232K | Buy |
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