WDL
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Well Done LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Well Done LLC’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,600
Closed -$515K – 189
2025
Q1 		$515K Buy
18,600
+12,400
+200% +$345K 0.09% 109
2024
Q4 		$515K Sell
6,200
-12,400
-67% -$353K 0.09% 110
2024
Q3 		$515K Hold
18,600
– – 0.09% 111
2024
Q2 		$483K Hold
18,600
– – 0.1% 112
2024
Q1 		$505K Hold
18,600
– – 0.1% 116
2023
Q4 		$467K Hold
18,600
– – 0.09% 120
2023
Q3 		$420K Hold
18,600
– – 0.09% 107
2023
Q2 		$440K Hold
18,600
– – 0.09% 105
2023
Q1 		$421K Hold
18,600
– – 0.09% 107
2022
Q4 		$400K Hold
18,600
– – 0.09% 116
2022
Q3 		$375K Hold
18,600
– – 0.09% 107
2022
Q2 		$389K Hold
18,600
– – 0.09% 109
2022
Q1 		$470K Hold
18,600
– – 0.09% 111
2021
Q4 		$499K Buy
18,600
+270
+1% +$7.2K 0.1% 108
2021
Q3 		$468K Buy
18,330
+534
+3% +$14K 0.1% 110
2021
Q2 		$464K Buy
17,796
+396
+2% +$10.2K 0.1% 108
2021
Q1 		$432K Buy
17,400
+900
+5% +$21.8K 0.1% 106
2020
Q4 		$375K Buy
16,500
+210
+1% +$4.38K 0.09% 106
2020
Q3 		$301K Sell
16,290
-210
-1% -$3.89K 0.08% 107
2020
Q2 		$289K Sell
16,500
-138
-0.8% -$2.25K 0.08% 114
2020
Q1 		$234K Buy
16,638
+1,068
+7% +$19.6K 0.07% 120
2019
Q4 		$312K Hold
15,570
– – 0.07% 117
2019
Q3 		$293K Buy
+15,570
New +$294K 0.07% 116

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Well Done LLC's SCHM Position: Q2 2025 in Review

Well Done LLC sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 18,600 shares — an estimated $515K sold.

Well Done LLC first reported a position in SCHM in Q3 2019 and held it in 23 quarters. The position peaked at $515K in Q1 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Well Done LLC reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Well Done LLC sold 18,600 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $515K.
  • Well Done LLC first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 23 quarters.
  • Well Done LLC's Schwab US Mid-Cap ETF position peaked at $515K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Well Done LLC's 13F filing for Q2 2025, filed 15 Jul 2025.