Well Done LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Well Done LLC’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Sell	8,067 -933	-10%	-$29.6K	0.03%	181
2026 Q1	$276K	Hold	9,000	–	–	0.04%	160
2025 Q4	$247K	Hold	9,000	–	–	0.04%	171
2025 Q3	$246K	Hold	9,000	–	–	0.04%	160
2025 Q2	$239K	Buy	+9,000	New	+$235K	0.04%	154

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Well Done LLC's SCHD Position: Q2 2026 in Review

Well Done LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, selling an estimated $29.6K and leaving 8,067 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #181.

Well Done LLC first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $276K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Well Done LLC held 8,067 shares of Schwab US Dividend Equity ETF worth $256K as of Q2 2026.
Well Done LLC sold 933 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.6K.
Schwab US Dividend Equity ETF made up 0.03% of Well Done LLC's portfolio in Q2 2026, its #181 holding.
Well Done LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Well Done LLC's Schwab US Dividend Equity ETF position peaked at $276K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.