World Equity Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

World Equity Group, Inc.

  • $466 Billion
  • Q4 2024

A detailed history of World Equity Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, World Equity Group, Inc. holds 109,236 shares of SCHD stock, worth $3.04 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
109,236
Previous 14,309 663.41%
Holding current value
$3.04 Million
Previous $1.21 Billion 146.73%
% of portfolio
0.64%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $2.56 Million - $8.06 Million
94,927 Added 663.41%
109,236 $2.98 Billion
Q3 2024

Oct 29, 2024
SELL
$77.02 - $85.06 $341,660 - $377,326
-4,436 Reduced 23.66%
14,309 $1.21 Billion
Q2 2024

Jul 18, 2024
SELL
$75.81 - $80.15 $1.48 Million - $1.57 Million
-19,531 Reduced 51.03%
18,745 $1.46 Billion
Q1 2024

Jul 18, 2024
BUY
$75.25 - $80.63 $2.88 Million - $3.09 Million
38,276 New
38,276 $3.09 Billion
Q4 2023

Jul 22, 2024
BUY
$66.9 - $76.32 $364,471 - $415,791
5,448 Added 17.59%
36,416 $2.77 Billion
Q3 2023

Jul 22, 2024
BUY
$70.63 - $75.66 $863,310 - $924,792
12,223 Added 65.21%
30,968 $2.19 Billion
Q2 2023

Aug 26, 2024
SELL
$69.18 - $73.94 $266,896 - $285,260
-3,858 Reduced 20.58%
14,887 $1.08 Billion
Q4 2022

Sep 06, 2024
BUY
$67.16 - $79.06 $18,804 - $22,136
280 Added 2.74%
10,501 $793 Million
Q3 2022

Sep 06, 2024
SELL
$66.43 - $77.87 $566,249 - $663,763
-8,524 Reduced 45.47%
10,221 $679 Million
Q2 2022

Sep 06, 2024
BUY
$70.31 - $80.24 $123,675 - $141,142
1,759 Added 21.2%
10,058 $720 Million
Q1 2022

Sep 06, 2024
SELL
$75.14 - $81.94 $784,912 - $855,945
-10,446 Reduced 55.73%
8,299 $655 Million

Others Institutions Holding SCHD

# of Institutions
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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