Welch Group, LLC Schwab Fundamental U S Small C Transaction History

Welch Group, LLC

$2.3 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$43.53 - $50.11 $246,336 - $283,572	5,659 New	5,659 $264,000
Q4 2021 Jan 26, 2022	BUY	$52.31 - $57.77 $283,310 - $312,882	5,416 New	5,416 $301,000

Others Institutions Holding FNDA

# of Institutions

454

Shares Held

247M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.47 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$71.9 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$56.9 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$51.8 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$51.4 Million
3.32% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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