JJBC
James J. Burns & Company’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Buy |
23,063
+935
| +4% | +$39.8K | 0.16% | 64 |
|
|
2025
Q1 | $794K | Buy |
22,128
+51
| +0.2% | +$1.83K | 0.14% | 69 |
|
|
2024
Q4 | $758K | Buy |
22,077
+670
| +3% | +$23K | 0.13% | 70 |
|
|
2024
Q3 | $825K | Buy |
21,407
+45
| +0.2% | +$1.73K | 0.15% | 66 |
|
|
2024
Q2 | $760K | Buy |
21,362
+11,761
| +122% | +$418K | 0.15% | 64 |
|
|
2024
Q1 | $340K | Sell |
9,601
-11,617
| -55% | -$411K | 0.12% | 64 |
|
|
2023
Q4 | $739K | Buy |
21,218
+424
| +2% | +$14.8K | 0.18% | 59 |
|
|
2023
Q3 | $670K | Sell |
20,794
-1,477
| -7% | -$47.6K | 0.18% | 59 |
|
|
2023
Q2 | $752K | Sell |
22,271
-376
| -2% | -$12.7K | 0.19% | 60 |
|
|
2023
Q1 | $764K | Buy |
22,647
+9,245
| +69% | +$312K | 0.2% | 65 |
|
|
2022
Q4 | $422K | Sell |
13,402
-23
| -0.2% | -$724 | 0.17% | 61 |
|
|
2022
Q3 | $373K | Buy |
+13,425
| New | +$373K | 0.17% | 63 |
|