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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
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

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MGIA
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Northwestern Mutual Wealth Management
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Haverford Trust Company's SCHX Position: Q1 2026 in Review

Haverford Trust Company opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 10,446 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Haverford Trust Company previously reported a position in SCHX as recently as Q4 2015.

Haverford Trust Company first reported a position in SCHX in Q4 2015 and has held it in 2 quarters since. The position peaked at $1.64M in Q4 2015. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Haverford Trust Company held 10,446 shares of Schwab US Large- Cap ETF worth $268K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new Haverford Trust Company position in Q1 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #382 holding.
  • Haverford Trust Company first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 2 quarters since.
  • Haverford Trust Company's Schwab US Large- Cap ETF position peaked at $1.64M in Q4 2015.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.