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

Welch Group, LLC

  • $2.29 Billion
  • Q3 2024

A detailed history of Welch Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Welch Group, LLC holds 6,512 shares of FNDX stock, worth $158,892. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,512
Previous 6,512 -0.0%
Holding current value
$158,892
Previous $436,000 7.11%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 18, 2023
SELL
$55.81 - $59.78 $23,551 - $25,227
-422 Reduced 6.09%
6,512 $364,000
Q1 2023

Apr 13, 2023
SELL
$52.49 - $57.54 $131,225 - $143,850
-2,500 Reduced 26.5%
6,934 $380,000
Q4 2022

Jan 27, 2023
BUY
$48.43 - $56.6 $456,888 - $533,964
9,434 New
9,434 $504,000
Q4 2021

Jan 26, 2022
BUY
$54.44 - $58.74 $369,865 - $399,079
6,794 New
6,794 $398,000

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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