World Equity Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
World Equity Group, Inc.
- $277 Billion
- Q3 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 14,309 shares of SCHD stock, worth $416,391. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,309
Previous 18,745
23.66%
Holding current value
$416,391
Previous $1.46 Billion
17.02%
% of portfolio
0.44%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio