JJBC
James J. Burns & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
186,232
+2,549
| +1% | +$64.5K | 0.77% | 27 |
|
|
2025
Q1 | $4.3M | Buy |
183,683
+725
| +0.4% | +$17K | 0.77% | 26 |
|
|
2024
Q4 | $4.73M | Buy |
182,958
+91,376
| +100% | +$2.36M | 0.82% | 24 |
|
|
2024
Q3 | $4.72M | Buy |
91,582
+887
| +1% | +$45.7K | 0.85% | 25 |
|
|
2024
Q2 | $4.3M | Buy |
90,695
+36,177
| +66% | +$1.72M | 0.85% | 26 |
|
|
2024
Q1 | $2.61M | Sell |
54,518
-34,627
| -39% | -$1.66M | 0.91% | 21 |
|
|
2023
Q4 | $4.21M | Sell |
89,145
-43
| -0% | -$2.03K | 1% | 21 |
|
|
2023
Q3 | $3.69M | Sell |
89,188
-1,657
| -2% | -$68.6K | 0.99% | 25 |
|
|
2023
Q2 | $3.98M | Sell |
90,845
-313
| -0.3% | -$13.7K | 1.01% | 25 |
|
|
2023
Q1 | $3.82M | Buy |
91,158
+35,450
| +64% | +$1.49M | 0.99% | 27 |
|
|
2022
Q4 | $2.26M | Sell |
55,708
-878
| -2% | -$35.6K | 0.92% | 28 |
|
|
2022
Q3 | $2.14M | Buy |
+56,586
| New | +$2.14M | 0.95% | 23 |
|