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Schwab Strategic Tr us dividend eq shares owned by AlphaCore Capital

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by AlphaCore Capital from 13F filings

Historical chart of AlphaCore Capital investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by AlphaCore Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7M 209k 27.43
2025-09-30 $3.2M 118k 27.30
2025-06-30 $2.8M 105k 26.50
2025-03-31 $2.1M 77k 27.96
2023-09-30 $320k 4.5k 70.75
2023-06-30 $326k 4.5k 72.62
2023-03-31 $451k 6.2k 73.16
2022-12-31 $3.0k 40 75.55
2022-09-30 $3.0k 40 75.00
2022-06-30 $26k 365 71.23
2022-03-31 $3.0k 40 75.00
2021-12-31 $3.0k 40 75.00
2021-09-30 $5.0k 72 69.44
2019-12-31 $52k 900 57.78