AlphaCore Capital’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$384K	Buy	4,203 +1,011	+32%	+$92.2K	0.01%	417
2025 Q1	$250K	Buy	+3,192	New	+$250K	0.02%	392
2023 Q1	–	Sell	-2,197	Closed	-$183K	–	248
2022 Q4	$183K	Buy	+2,197	New	+$183K	0.07%	83