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Well Done LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Well Done LLC’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,032
Closed -$326K – 189
2021
Q3 		$326K Buy
+12,032
New +$330K 0.07% 129

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Well Done LLC's SCHZ Position: Q4 2021 in Review

Well Done LLC sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 12,032 shares — an estimated $326K sold.

Well Done LLC first reported a position in SCHZ in Q3 2021 and held it in 1 quarter. The position peaked at $326K in Q3 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Well Done LLC reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Well Done LLC sold 12,032 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $326K.
  • Well Done LLC first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Well Done LLC's Schwab US Aggregate Bond ETF position peaked at $326K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Well Done LLC's 13F filing for Q4 2021, filed 21 Jan 2022.