SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WORLD EQUITY GROUP, INC.'s Holding History (CIK: 0000878770)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 69,318 Value ($000) $1,901 Avg Close — Range —
Q3 2025
Shares 67,020 Value ($000) $1,830 Avg Close — Range —
Q2 2025
Shares 64,655 Value ($000) $1,713 Avg Close — Range —
Q1 2025
Shares 55,190 Value ($000) $1,543 Avg Close — Range —
Q4 2024
Shares 109,236 Value ($000) $2,984 Avg Close — Range —
Q3 2024
Shares 14,309 Value ($000) $1,210 Avg Close — Range —
Q2 2024
Shares 18,745 Value ($000) $1,458 Avg Close — Range —
Q1 2024
Shares 38,276 Value ($000) $3,086 Avg Close — Range —
Q4 2023
Shares 36,416 Value ($000) $2,772 Avg Close — Range —
Q3 2023
Shares 30,968 Value ($000) $2,191 Avg Close — Range —
Q2 2023
Shares 14,887 Value ($000) $1,081 Avg Close — Range —
Q4 2022
Shares 10,501 Value ($000) $793 Avg Close — Range —
Q3 2022
Shares 10,221 Value ($000) $679 Avg Close — Range —
Q2 2022
Shares 10,058 Value ($000) $720 Avg Close — Range —
Q1 2022
Shares 8,299 Value ($000) $655 Avg Close — Range —