NC
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North Capital’s Charles Schwab SCHW Stock Holding History

North Capital’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$96.6K Buy
1,059
+1
+0.1% +$91 0.08% 141
2025
Q1 		$82.9K Buy
+1,058
New +$82.9K 0.08% 151