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 $73,646. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,209

Previous 3,209 -0.0%

Holding current value

$73,646

Previous $206,000 5.34%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,330

Shares Held

459M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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