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

Welch Group, LLC

$2.39 Billion
Q2 2025

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 10,778 shares of SCHX stock, worth $285,401. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,778

Previous 9,378 14.93%

Holding current value

$285,401

Previous $205,000 28.29%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$19.6 - $24.44 $27,440 - $34,216	1,400 Added 14.93%	10,778 $263,000
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $138,185 - $421,219	6,169 Added 192.24%	9,378 $217,000
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

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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