TAP Consulting, LLC SCHJ Holdings History

Number of Shares
334,109.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
1.69%
Total Estimate Gain
$-4.04 Mil
% of Total Estimate Gain
-23.22%

TAP Consulting, LLC's Schwab 1-5 Year Corporate Bond ETF Holding Summary

As of 2024-12-31, TAP Consulting, LLC held 334,109.00 shares of Schwab 1-5 Year Corporate Bond ETF(SCHJ), totaling $8.14 Mil. This investment constitutes 1.69% of their stock portfolio, and TAP Consulting, LLC now holds 1.65% of the outstanding Schwab 1-5 Year Corporate Bond ETF(SCHJ) stock.

The initial trade took place in 2021Q4. And since then TAP Consulting, LLC has made 8 purchases of SCHJ, at an average price of $39.37, for a total of 441,653.00 shares. In addition, there have been 4 sales at an average price of $47.32 for 107,544.00 shares. Based on historical transaction data and SCHJ's current price of $24.73, TAP Consulting, LLC's estimated gain on his SCHJ holdings is $-4.04 Mil, reflecting a -23.22% gain to date.

TAP Consulting, LLC SCHJ ($24.73) Holding Chart

TAP Consulting, LLC SCHJ ($24.73) 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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