JBJ Investment Partners, LLC SCHP Holdings History
JBJ Investment Partners, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2021-12-31, JBJ Investment Partners, LLC held 198,154.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $12.46 Mil. This investment constitutes 2.57% of their stock portfolio, and JBJ Investment Partners, LLC now holds 0.06% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2019Q1. And since then JBJ Investment Partners, LLC has made 8 purchases of SCHP, at an average price of $56.21, for a total of 331,879.00 shares. In addition, there have been 3 sales at an average price of $60.89 for 133,725.00 shares. Based on historical transaction data and SCHP's current price of $26.56, JBJ Investment Partners, LLC's estimated gain on his SCHP holdings is $-5.25 Mil, reflecting a -28.14% gain to date.
JBJ Investment Partners, LLC SCHP ($26.56) Holding Chart
JBJ Investment Partners, LLC SCHP ($26.56) 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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