JBJ Investment Partners, LLC SCHB Holdings History
JBJ Investment Partners, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2021-12-31, JBJ Investment Partners, LLC held 1.60 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $90.69 Mil. This investment constitutes 18.71% of their stock portfolio, and JBJ Investment Partners, LLC now holds 0.19% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q1. And since then JBJ Investment Partners, LLC has made 4 purchases of SCHB, at an average price of $34.59, for a total of 2.03 Mil shares. In addition, there have been 7 sales at an average price of $43.72 for 421,174.00 shares. Based on historical transaction data and SCHB's current price of $23.59, JBJ Investment Partners, LLC's estimated gain on his SCHB holdings is $-13.81 Mil, reflecting a -19.71% gain to date.
JBJ Investment Partners, LLC SCHB ($23.59) Holding Chart
JBJ Investment Partners, LLC SCHB ($23.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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