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

World Equity Group, Inc.

$358 Billion
Q4 2025

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 69,318 shares of SCHD stock, worth $1.89 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

69,318

Previous 67,020 3.43%

Holding current value

$1.89 Million

Previous $1.83 Billion 3.92%

% of portfolio

0.53%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$26.44 - $27.53 $60,759 - $63,263	2,298 Added 3.43%	69,318 $1.9 Billion
Q3 2025 Oct 24, 2025	BUY	$26.38 - $27.95 $62,388 - $66,101	2,365 Added 3.66%	67,020 $1.83 Billion
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $230,188 - $263,789	9,465 Added 17.15%	64,655 $1.71 Billion
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $1.46 Million - $1.54 Million	-54,046 Reduced 49.48%	55,190 $1.54 Billion
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

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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