World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History

World Equity Group, Inc.

$350 Billion
Q1 2025

A detailed history of World Equity Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, World Equity Group, Inc. holds 40,563 shares of FNDX stock, worth $960,531. This represents 0.27% of its overall portfolio holdings.

Number of Shares

40,563

Previous 76,846 47.22%

Holding current value

$960,531

Previous $1.82 Billion 47.37%

% of portfolio

0.27%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$23.03 - $25.01 $835,597 - $907,437	-36,283 Reduced 47.22%	40,563 $958 Million
Q4 2024 Feb 04, 2025	BUY	$23.49 - $71.77 $1.5 Million - $4.59 Million	63,970 Added 496.82%	76,846 $1.82 Billion
Q3 2024 Oct 29, 2024	SELL	$65.36 - $71.76 $689,025 - $756,493	-10,542 Reduced 45.02%	12,876 $924 Million
Q2 2024 Jul 18, 2024	SELL	$63.87 - $67.55 $1.18 Million - $1.24 Million	-18,408 Reduced 44.01%	23,418 $1.57 Billion
Q1 2024 Jul 18, 2024	BUY	$60.89 - $67.39 $2.55 Million - $2.82 Million	41,826 New	41,826 $2.82 Billion
Q2 2022 Sep 06, 2024	SELL	$49.93 - $59.29 $1.34 Million - $1.59 Million	-26,798 Closed	0 $0
Q1 2022 Sep 06, 2024	BUY	$55.41 - $59.9 $187,285 - $202,462	3,380 Added 14.43%	26,798 $1.57 Billion

Others Institutions Holding FNDX

# of Institutions

691

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History