Alpha Family Trust’s Charles Schwab SCHW Stock Holding History

Alpha Family Trust’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$554K	Hold
2025 Q1	$475K	Hold
2024 Q4	$449K	Hold
2024 Q3	$393K	Hold
2024 Q2	$447K	Hold
2024 Q1	$439K	Hold
2023 Q4	$418K	Buy
2023 Q3	$256K	Buy
2023 Q1	–	Sell
2022 Q4	$323K	Buy