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

Welch Group, LLC

$2.39 Billion
Q2 2025

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 24,801 shares of FNDX stock, worth $657,722. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,801

Previous 19,536 26.95%

Holding current value

$657,722

Previous $456,000 33.33%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$20.84 - $24.54 $109,722 - $129,203	5,265 Added 26.95%	24,801 $608,000
Q4 2024 Jan 24, 2025	BUY	$23.49 - $71.77 $305,933 - $934,732	13,024 Added 200.0%	19,536 $462,000
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

727

Shares Held

620M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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