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James J. Burns & Company’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

James J. Burns & Company’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Sell
22,328
-547
-2% -$26.5K 0.14% 65
2025
Q4 		$1.04M Buy
22,875
+215
+0.9% +$9.74K 0.14% 63
2025
Q3 		$1.03M Sell
22,660
-403
-2% -$17.7K 0.15% 63
2025
Q2 		$982K Buy
23,063
+935
+4% +$36.2K 0.16% 64
2025
Q1 		$794K Buy
22,128
+51
+0.2% +$1.82K 0.14% 69
2024
Q4 		$758K Buy
22,077
+670
+3% +$24.4K 0.13% 70
2024
Q3 		$825K Buy
21,407
+45
+0.2% +$1.66K 0.15% 66
2024
Q2 		$760K Buy
21,362
+11,761
+122% +$419K 0.15% 64
2024
Q1 		$340K Sell
9,601
-11,617
-55% -$400K 0.12% 64
2023
Q4 		$739K Buy
21,218
+424
+2% +$13.8K 0.18% 59
2023
Q3 		$670K Sell
20,794
-1,477
-7% -$50K 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% +$308K 0.2% 65
2022
Q4 		$422K Sell
13,402
-23
-0.2% -$701 0.17% 61
2022
Q3 		$373K Buy
+13,425
New +$423K 0.17% 63

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return