JJBC
James J. Burns & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
62,748
+1,213
| +2% | +$29.6K | 0.25% | 51 |
|
|
2025
Q1 | $1.36M | Buy |
61,535
+285
| +0.5% | +$6.29K | 0.24% | 53 |
|
|
2024
Q4 | $1.42M | Buy |
61,250
+40,701
| +198% | +$944K | 0.25% | 52 |
|
|
2024
Q3 | $1.39M | Sell |
20,549
-177
| -0.9% | -$12K | 0.25% | 52 |
|
|
2024
Q2 | $1.33M | Buy |
20,726
+9,076
| +78% | +$583K | 0.26% | 53 |
|
|
2024
Q1 | $717K | Sell |
11,650
-5,726
| -33% | -$352K | 0.25% | 46 |
|
|
2023
Q4 | $980K | Sell |
17,376
-125
| -0.7% | -$7.05K | 0.23% | 54 |
|
|
2023
Q3 | $886K | Buy |
17,501
+389
| +2% | +$19.7K | 0.24% | 54 |
|
|
2023
Q2 | $897K | Buy |
17,112
+42
| +0.2% | +$2.2K | 0.23% | 58 |
|
|
2023
Q1 | $826K | Buy |
17,070
+7,739
| +83% | +$374K | 0.21% | 63 |
|
|
2022
Q4 | $421K | Buy |
9,331
+1,708
| +22% | +$77.1K | 0.17% | 62 |
|
|
2022
Q3 | $323K | Buy |
+7,623
| New | +$323K | 0.14% | 65 |
|