Welch Group, LLC Schwab Strategic Tr Us Large C Transaction History

Welch Group, LLC

  • $2.29 Billion
  • Q3 2024

A detailed history of Welch Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Welch Group, LLC holds 3,209 shares of SCHX stock, worth $75,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,209
Previous 3,209 -0.0%
Holding current value
$75,090
Previous $206,000 5.34%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$58.7 - $64.78 $188,368 - $207,879
3,209 New
3,209 $206,000
Q1 2022

Apr 29, 2022
SELL
$49.51 - $57.27 $576,296 - $666,622
-11,640 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$51.9 - $57.29 $604,116 - $666,855
11,640 New
11,640 $1.33 Million
Q1 2019

Apr 15, 2019
SELL
N/A
-1,775 Closed
0 $0
Q4 2018

Jan 10, 2019
SELL
N/A
-25,197 Reduced 93.42%
1,775 $106,000
Q3 2018

Nov 01, 2018
BUY
N/A
21,814 Added 422.92%
26,972 $1.88 Million
Q2 2018

Jul 30, 2018
BUY
N/A
3,234 Added 168.09%
5,158 $335,000
Q1 2018

Apr 23, 2018
BUY
N/A
1,924 New
1,924 $121,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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