WDL
Well Done LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,600
| Closed | -$515K | – | 189 |
|
|
2025
Q1 | $515K | Buy |
18,600
+12,400
| +200% | +$344K | 0.09% | 109 |
|
|
2024
Q4 | $515K | Hold |
6,200
| – | – | 0.09% | 110 |
|
|
2024
Q3 | $515K | Hold |
6,200
| – | – | 0.09% | 111 |
|
|
2024
Q2 | $483K | Hold |
6,200
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $505K | Hold |
6,200
| – | – | 0.1% | 116 |
|
|
2023
Q4 | $467K | Hold |
6,200
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $420K | Hold |
6,200
| – | – | 0.09% | 107 |
|
|
2023
Q2 | $440K | Hold |
6,200
| – | – | 0.09% | 105 |
|
|
2023
Q1 | $421K | Hold |
6,200
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $400K | Hold |
6,200
| – | – | 0.09% | 116 |
|
|
2022
Q3 | $375K | Hold |
6,200
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $389K | Hold |
6,200
| – | – | 0.09% | 109 |
|
|
2022
Q1 | $470K | Hold |
6,200
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $499K | Buy |
6,200
+90
| +1% | +$7.24K | 0.1% | 108 |
|
|
2021
Q3 | $468K | Buy |
6,110
+178
| +3% | +$13.6K | 0.1% | 110 |
|
|
2021
Q2 | $464K | Buy |
5,932
+132
| +2% | +$10.3K | 0.1% | 108 |
|
|
2021
Q1 | $432K | Buy |
5,800
+300
| +5% | +$22.3K | 0.1% | 106 |
|
|
2020
Q4 | $375K | Buy |
5,500
+70
| +1% | +$4.77K | 0.09% | 106 |
|
|
2020
Q3 | $301K | Sell |
5,430
-70
| -1% | -$3.88K | 0.08% | 107 |
|
|
2020
Q2 | $289K | Sell |
5,500
-46
| -0.8% | -$2.42K | 0.08% | 114 |
|
|
2020
Q1 | $234K | Buy |
5,546
+356
| +7% | +$15K | 0.07% | 120 |
|
|
2019
Q4 | $312K | Hold |
5,190
| – | – | 0.07% | 117 |
|
|
2019
Q3 | $293K | Buy |
+5,190
| New | +$293K | 0.07% | 116 |
|