Number of Shares
1.74 Mil
Current Holdings Value*
$67.56 Mil
% of Portfolio
13.94%
Total Estimate Gain
$-16.41 Mil
% of Total Estimate Gain
-26.37%

JBJ Investment Partners, LLC's Schwab International Equity ETF Holding Summary

As of 2021-12-31, JBJ Investment Partners, LLC held 1.74 Mil shares of Schwab International Equity ETF(SCHF), totaling $67.56 Mil. This investment constitutes 13.94% of their stock portfolio, and JBJ Investment Partners, LLC now holds 0.22% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2019Q1. And since then JBJ Investment Partners, LLC has made 7 purchases of SCHF, at an average price of $31.53, for a total of 1.97 Mil shares. In addition, there have been 4 sales at an average price of $31.60 for 235,268.00 shares. Based on historical transaction data and SCHF's current price of $22.08, JBJ Investment Partners, LLC's estimated gain on his SCHF holdings is $-16.41 Mil, reflecting a -26.37% gain to date.

JBJ Investment Partners, LLC SCHF ($22.08) Holding Chart

JBJ Investment Partners, LLC SCHF ($22.08) 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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