James J. Burns & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
|
|||||
|
2025
Q1 | $5.84M | Buy |
|
|||||
|
2024
Q4 | $6.16M | Sell |
|
|||||
|
2024
Q3 | $6.2M | Buy |
|
|||||
|
2024
Q2 | $5.79M | Buy |
|
|||||
|
2024
Q1 | $3.69M | Sell |
|
|||||
|
2023
Q4 | $5.59M | Sell |
|
|||||
|
2023
Q3 | $5.05M | Sell |
|
|||||
|
2023
Q2 | $5.4M | Sell |
|
|||||
|
2023
Q1 | $5.21M | Buy |
|
|||||
|
2022
Q4 | $3.23M | Sell |
|
|||||
|
2022
Q3 | $3.06M | Buy |
|