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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.13K	Hold	113	–	–	﹤0.01%	516
2025 Q1	$3K	Buy	113 +35	+45%	+$930	﹤0.01%	529
2024 Q4	$2.03K	Buy	+78	New	+$2.03K	﹤0.01%	550