Well Done, LLC Schwab Strategic U.S. Reit ETF Transaction History

Well Done, LLC

$544 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	N/A	-1,796 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	1,796 New	1,796 $69,000

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.11 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$576 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$537 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$158 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$146 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Well Done, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Well Done, LLC with notifications on news.