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Well Done LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Well Done LLC’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,972
Closed -$206K – 189
2022
Q4 		$206K Sell
7,972
-12
-0.2% -$314 0.04% 169
2022
Q3 		$207K Sell
7,984
-16
-0.2% -$445 0.05% 154
2022
Q2 		$223K Sell
8,000
-40
-0.5% -$1.16K 0.05% 156
2022
Q1 		$244K Buy
8,040
+908
+13% +$27.8K 0.05% 160
2021
Q4 		$224K Buy
+7,132
New +$225K 0.05% 166

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Well Done LLC's SCHP Position: Q1 2023 in Review

Well Done LLC sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 7,972 shares — an estimated $206K sold.

Well Done LLC first reported a position in SCHP in Q4 2021 and held it in 5 quarters. The position peaked at $244K in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Well Done LLC reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Well Done LLC sold 7,972 Schwab US TIPS ETF shares in Q1 2023, an estimated $206K.
  • Well Done LLC first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 5 quarters.
  • Well Done LLC's Schwab US TIPS ETF position peaked at $244K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Well Done LLC's 13F filing for Q1 2023, filed 20 Apr 2023.