FDW
SCHV

Fourth Dimension Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fourth Dimension Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Hold
298
– – ﹤0.01% 463
2026
Q1 		$9.09K Sell
298
-10
-3% -$312 ﹤0.01% 429
2025
Q4 		$9.12K Buy
308
+150
+95% +$4.38K ﹤0.01% 427
2025
Q3 		$4.6K Buy
158
+45
+40% +$1.28K ﹤0.01% 492
2025
Q2 		$3.13K Hold
113
– – ﹤0.01% 516
2025
Q1 		$3K Buy
113
+35
+45% +$939 ﹤0.01% 529
2024
Q4 		$2.03K Buy
+78
New +$2.11K ﹤0.01% 550

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Fourth Dimension Wealth's SCHV Position: Q2 2026 in Review

Fourth Dimension Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 298 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Fourth Dimension Wealth first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Fourth Dimension Wealth held 298 shares of Schwab US Large-Cap Value ETF worth $10.4K as of Q2 2026.
  • Fourth Dimension Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #463 holding.
  • Fourth Dimension Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.