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Fourth Dimension Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fourth Dimension Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Sell
9,530
-181
-2% -$5.29K 0.12% 101
2025
Q1 		$243K Buy
9,711
+15
+0.2% +$376 0.12% 97
2024
Q4 		$270K Buy
+9,696
New +$270K 0.14% 89