James J. Burns & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.64M | Sell |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $980K | Sell |
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|
2023
Q3 | $886K | Buy |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $323K | Buy |
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