FDW
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Fourth Dimension Wealth’s Charles Schwab SCHW Stock Holding History

Fourth Dimension Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.2K Hold
200
– – 0.01% 336
2025
Q1 		$15.7K Hold
200
– – 0.01% 353
2024
Q4 		$14.8K Buy
+200
New +$14.8K 0.01% 365