Well Done LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $515K | Buy |
|
|||||
|
2024
Q4 | $515K | Sell |
|
|||||
|
2024
Q3 | $515K | Hold |
|
|||||
|
2024
Q2 | $483K | Hold |
|
|||||
|
2024
Q1 | $505K | Hold |
|
|||||
|
2023
Q4 | $467K | Hold |
|
|||||
|
2023
Q3 | $420K | Hold |
|
|||||
|
2023
Q2 | $440K | Hold |
|
|||||
|
2023
Q1 | $421K | Hold |
|
|||||
|
2022
Q4 | $400K | Hold |
|
|||||
|
2022
Q3 | $375K | Hold |
|
|||||
|
2022
Q2 | $389K | Hold |
|
|||||
|
2022
Q1 | $470K | Hold |
|
|||||
|
2021
Q4 | $499K | Buy |
|
|||||
|
2021
Q3 | $468K | Buy |
|
|||||
|
2021
Q2 | $464K | Buy |
|
|||||
|
2021
Q1 | $432K | Buy |
|
|||||
|
2020
Q4 | $375K | Buy |
|
|||||
|
2020
Q3 | $301K | Sell |
|
|||||
|
2020
Q2 | $289K | Sell |
|
|||||
|
2020
Q1 | $234K | Buy |
|
|||||
|
2019
Q4 | $312K | Hold |
|
|||||
|
2019
Q3 | $293K | Buy |
|