JBJ Investment Partners, LLC SCHZ Holdings History
JBJ Investment Partners, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2021-12-31, JBJ Investment Partners, LLC held 1.11 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $59.86 Mil. This investment constitutes 12.35% of their stock portfolio, and JBJ Investment Partners, LLC now holds 0.69% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2019Q1. And since then JBJ Investment Partners, LLC has made 10 purchases of SCHZ, at an average price of $53.91, for a total of 1.13 Mil shares. In addition, there have been 1 sales at an average price of $54.03 for 23,392.00 shares. Based on historical transaction data and SCHZ's current price of $22.97, JBJ Investment Partners, LLC's estimated gain on his SCHZ holdings is $-34.36 Mil, reflecting a -56.20% gain to date.
JBJ Investment Partners, LLC SCHZ ($22.97) Holding Chart
JBJ Investment Partners, LLC SCHZ ($22.97) 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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