Well Done LLC’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-3,592	Closed	-$69K	–	552
2018 Q4	$69K	Buy	+3,592	New	+$73.3K	0.02%	241

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Well Done LLC's SCHH Position: Q1 2019 in Review

Well Done LLC sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 3,592 shares — an estimated $69K sold.

Well Done LLC first reported a position in SCHH in Q4 2018 and held it in 1 quarter. The position peaked at $69K in Q4 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

Well Done LLC reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 3,592 Schwab US REIT ETF shares in Q1 2019, an estimated $69K.
Well Done LLC first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 1 quarter.
Well Done LLC's Schwab US REIT ETF position peaked at $69K in Q4 2018.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.