JJBC
James J. Burns & Company’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.56M | Sell |
387,248
-12,787
| -3% | -$283K | 1.4% | 17 |
|
|
2025
Q1 | $7.91M | Sell |
400,035
-6,382
| -2% | -$126K | 1.42% | 17 |
|
|
2024
Q4 | $7.52M | Buy |
406,417
+207,228
| +104% | +$3.83M | 1.31% | 17 |
|
|
2024
Q3 | $8.19M | Buy |
199,189
+6,241
| +3% | +$257K | 1.48% | 15 |
|
|
2024
Q2 | $7.41M | Buy |
192,948
+69,905
| +57% | +$2.69M | 1.46% | 14 |
|
|
2024
Q1 | $4.75M | Sell |
123,043
-60,933
| -33% | -$2.35M | 1.66% | 12 |
|
|
2023
Q4 | $6.8M | Buy |
183,976
+3,368
| +2% | +$124K | 1.62% | 12 |
|
|
2023
Q3 | $6.13M | Buy |
180,608
+662
| +0.4% | +$22.5K | 1.65% | 12 |
|
|
2023
Q2 | $6.42M | Buy |
179,946
+13,424
| +8% | +$479K | 1.63% | 12 |
|
|
2023
Q1 | $5.79M | Buy |
166,522
+55,387
| +50% | +$1.93M | 1.49% | 14 |
|
|
2022
Q4 | $3.58M | Buy |
111,135
+5,550
| +5% | +$179K | 1.46% | 15 |
|
|
2022
Q3 | $2.97M | Buy |
+105,585
| New | +$2.97M | 1.32% | 18 |
|