Well Done, LLC Schwab Us Aggregate Bond ETF Transaction History

Well Done, LLC

$544 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	$53.63 - $54.52 $322,638 - $327,992	-6,016 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	$54.26 - $55.17 $326,428 - $331,902	6,016 New	6,016 $326,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.6 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$73 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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