JJBC
James J. Burns & Company’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
59,664
+2,039
| +4% | +$61.5K | 0.29% | 47 |
|
|
2025
Q1 | $1.59M | Sell |
57,625
-782
| -1% | -$21.6K | 0.28% | 49 |
|
|
2024
Q4 | $1.56M | Buy |
58,407
+869
| +2% | +$23.2K | 0.27% | 51 |
|
|
2024
Q3 | $1.68M | Sell |
57,538
-271
| -0.5% | -$7.91K | 0.3% | 48 |
|
|
2024
Q2 | $1.54M | Buy |
57,809
+14,539
| +34% | +$386K | 0.3% | 49 |
|
|
2024
Q1 | $1.1M | Sell |
43,270
-21,255
| -33% | -$540K | 0.38% | 39 |
|
|
2023
Q4 | $1.6M | Buy |
64,525
+4,317
| +7% | +$107K | 0.38% | 40 |
|
|
2023
Q3 | $1.44M | Sell |
60,208
-21,172
| -26% | -$507K | 0.39% | 42 |
|
|
2023
Q2 | $2M | Sell |
81,380
-21,560
| -21% | -$531K | 0.51% | 36 |
|
|
2023
Q1 | $2.53M | Buy |
102,940
+5,796
| +6% | +$142K | 0.65% | 35 |
|
|
2022
Q4 | $2.3M | Buy |
97,144
+6,550
| +7% | +$155K | 0.94% | 27 |
|
|
2022
Q3 | $2.03M | Buy |
+90,594
| New | +$2.03M | 0.9% | 28 |
|