James J. Burns & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
|
|||||
|
2025
Q1 | $4.3M | Buy |
|
|||||
|
2024
Q4 | $4.73M | Sell |
|
|||||
|
2024
Q3 | $4.72M | Buy |
|
|||||
|
2024
Q2 | $4.3M | Buy |
|
|||||
|
2024
Q1 | $2.61M | Sell |
|
|||||
|
2023
Q4 | $4.21M | Sell |
|
|||||
|
2023
Q3 | $3.69M | Sell |
|
|||||
|
2023
Q2 | $3.98M | Sell |
|
|||||
|
2023
Q1 | $3.82M | Buy |
|
|||||
|
2022
Q4 | $2.26M | Sell |
|
|||||
|
2022
Q3 | $2.14M | Buy |
|