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Haverford Trust Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Haverford Trust Company’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
39,960
+29,514
+283% +$843K 0.01% 225
2026
Q1 		$268K Buy
+10,446
New +$280K ﹤0.01% 382
2016
Q1 		– Sell
-203,094
Closed -$1.64M – 243
2015
Q4 		$1.64M Buy
+203,094
New +$1.66M 0.04% 103

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Haverford Trust Company increased its Schwab US Large- Cap ETF (SCHX) stake by 283% in Q2 2026, buying an estimated $843K and bringing the position to 39,960 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #225.

Haverford Trust Company first reported a position in SCHX in Q4 2015 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2015. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Haverford Trust Company held 39,960 shares of Schwab US Large- Cap ETF worth $1.18M as of Q2 2026.
  • Haverford Trust Company bought 29,514 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $843K.
  • Schwab US Large- Cap ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #225 holding.
  • Haverford Trust Company first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 3 quarters since.
  • Haverford Trust Company's Schwab US Large- Cap ETF position peaked at $1.64M in Q4 2015.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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