James J. Burns & Company’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.4M | Buy |
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|
2025
Q2 | $16.8M | Sell |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $16.6M | Buy |
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|
2024
Q2 | $15.3M | Buy |
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|
2024
Q1 | $9.46M | Sell |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q3 | $8.26M | Buy |
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|
2023
Q2 | $8.56M | Buy |
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|
2023
Q1 | $7.58M | Buy |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $4.74M | Buy |
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