FDW
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Fourth Dimension Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fourth Dimension Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.2K Sell
687
-200
-23% -$5.3K 0.01% 337
2025
Q1 		$24.8K Buy
887
+50
+6% +$1.4K 0.01% 292
2024
Q4 		$22.9K Buy
+837
New +$22.9K 0.01% 303