A detailed history of Well Done, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Well Done, LLC holds 8,755 shares of SCHV stock, worth $702,326. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,755
Previous 8,755 -0.0%
Holding current value
$702,326
Previous $665,000 2.56%
% of portfolio
0.14%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 02, 2021

SELL
$50.83 - $59.53 $154,777 - $181,268
-3,045 Reduced 25.81%
8,755 $521,000
Q3 2020

Oct 19, 2020

SELL
$49.44 - $54.86 $1.17 Million - $1.3 Million
-23,657 Reduced 66.72%
11,800 $616,000
Q1 2020

Apr 16, 2020

BUY
$38.4 - $61.03 $453,120 - $720,154
11,800 Added 49.88%
35,457 $1.57 Million
Q1 2019

May 09, 2019

BUY
N/A
3,207 Added 15.68%
23,657 $1.3 Million
Q4 2017

Feb 09, 2018

BUY
N/A
20,450
20,450 $1.12 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Well Done, LLC Portfolio

Follow Well Done, LLC and customize your updates to receive the information that matters most to you.

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.