Charles Schwab Corporation shares owned by Haverford Trust Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Haverford Trust Company
from 13F filings
Historical chart of Haverford Trust Company investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Haverford Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 2.2k | 95.47 |
| 2025-06-30 | $511k | 5.6k | 91.24 |
| 2025-03-31 | $438k | 5.6k | 78.28 |
| 2024-12-31 | $414k | 5.6k | 74.01 |
| 2024-09-30 | $589k | 9.1k | 64.81 |
| 2024-06-30 | $723k | 9.8k | 73.69 |
| 2024-03-31 | $476k | 6.6k | 72.34 |
| 2023-12-31 | $351k | 5.1k | 68.80 |
| 2023-09-30 | $230k | 4.2k | 54.90 |
| 2023-06-30 | $285k | 5.0k | 56.68 |
| 2023-03-31 | $308k | 5.9k | 52.38 |
| 2022-12-31 | $291k | 3.5k | 83.26 |
| 2022-09-30 | $280k | 3.9k | 72.00 |
| 2022-06-30 | $232k | 3.7k | 63.23 |