TAP Consulting, LLC SCHB Holdings History

Number of Shares
123,527.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
0.58%
Total Estimate Gain
$-786,181.15
% of Total Estimate Gain
-19.76%

TAP Consulting, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2024-12-31, TAP Consulting, LLC held 123,527.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $2.80 Mil. This investment constitutes 0.58% of their stock portfolio, and TAP Consulting, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2020Q3. And since then TAP Consulting, LLC has made 13 purchases of SCHB, at an average price of $31.28, for a total of 127,181.00 shares. In addition, there have been 4 sales at an average price of $54.37 for 3,654.00 shares. Based on historical transaction data and SCHB's current price of $24.23, TAP Consulting, LLC's estimated gain on his SCHB holdings is $-786,181.15, reflecting a -19.76% gain to date.

TAP Consulting, LLC SCHB ($24.23) Holding Chart

TAP Consulting, LLC SCHB ($24.23) 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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