James J. Burns & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
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|
2025
Q1 | $9.99M | Buy |
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|
2024
Q4 | $9.71M | Buy |
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|
2024
Q3 | $9.84M | Buy |
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|
2024
Q2 | $8.8M | Buy |
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|
2024
Q1 | $6.38M | Sell |
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|
2023
Q4 | $7.92M | Buy |
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|
2023
Q3 | $7.12M | Buy |
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|
2023
Q2 | $7.27M | Sell |
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|
2023
Q1 | $7.16M | Buy |
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|
2022
Q4 | $5.2M | Sell |
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|
2022
Q3 | $4.72M | Buy |
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