Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$524,001
+$70,548 QoQ
Shares Held
5,679
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,489
of 2,303 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Haverford Trust Co holds $26,540,439 across 3 Capital Markets names. SCHW ranks #3 (2.0% of the industry book) .
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,001 | 5,679 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $453,453 | 4,825 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $234,288 | 2,345 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $209,843 | 2,198 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $510,761 | 5,598 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $438,211 | 5,598 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $414,381 | 5,599 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $589,382 | 9,094 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $722,751 | 9,808 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $475,997 | 6,580 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $350,604 | 5,096 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $230,415 | 4,197 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $284,646 | 5,022 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $308,308 | 5,886 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $290,577 | 3,490 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $279,502 | 3,889 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $231,807 | 3,669 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||