Well Done LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $649K | Hold |
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|
2024
Q1 | $665K | Hold |
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|
2023
Q4 | $614K | Hold |
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|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $587K | Hold |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $578K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $625K | Hold |
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|
2021
Q4 | $641K | Hold |
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|
2021
Q3 | $591K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $572K | Hold |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $616K | Sell |
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|
2020
Q2 | $1.78M | Hold |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.42M | Hold |
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|
2019
Q3 | $1.34M | Hold |
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|
2019
Q2 | $1.33M | Hold |
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|
2019
Q1 | $1.29M | Buy |
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|
2018
Q4 | $1.01M | Hold |
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|
2018
Q3 | $1.15M | Hold |
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|
2018
Q2 | $1.09M | Hold |
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|
2018
Q1 | $1.08M | Hold |
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|
2017
Q4 | $1.12M | Buy |
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