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James J. Burns & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

James J. Burns & Company’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14M Buy
72,674
+11,947
+20% +$341K 0.23% 51
2026
Q1 		$1.56M Sell
60,727
-297
-0.5% -$7.97K 0.21% 56
2025
Q4 		$1.64M Sell
61,024
-1,326
-2% -$35.4K 0.23% 55
2025
Q3 		$1.64M Sell
62,350
-398
-0.6% -$10.1K 0.24% 49
2025
Q2 		$1.53M Buy
62,748
+1,213
+2% +$27.4K 0.25% 51
2025
Q1 		$1.36M Buy
61,535
+285
+0.5% +$6.63K 0.24% 53
2024
Q4 		$1.42M Sell
61,250
-397
-0.6% -$9.25K 0.25% 52
2024
Q3 		$1.39M Sell
61,647
-531
-0.9% -$11.6K 0.25% 52
2024
Q2 		$1.33M Buy
62,178
+27,228
+78% +$563K 0.26% 53
2024
Q1 		$717K Sell
34,950
-17,178
-33% -$338K 0.25% 46
2023
Q4 		$980K Sell
52,128
-375
-0.7% -$6.59K 0.23% 54
2023
Q3 		$886K Buy
52,503
+1,167
+2% +$20.5K 0.24% 54
2023
Q2 		$897K Buy
51,336
+126
+0.2% +$2.08K 0.23% 58
2023
Q1 		$826K Buy
51,210
+23,217
+83% +$365K 0.21% 63
2022
Q4 		$421K Buy
27,993
+5,124
+22% +$77.6K 0.17% 62
2022
Q3 		$323K Buy
+22,869
New +$359K 0.14% 65

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

James J. Burns & Company's SCHX Position: Q2 2026 in Review

James J. Burns & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2026, buying an estimated $341K and bringing the position to 72,674 shares worth $2.14M. The position accounts for 0.23% of the portfolio, ranked #51.

James J. Burns & Company first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • James J. Burns & Company held 72,674 shares of Schwab US Large- Cap ETF worth $2.14M as of Q2 2026.
  • James J. Burns & Company bought 11,947 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $341K.
  • Schwab US Large- Cap ETF made up 0.23% of James J. Burns & Company's portfolio in Q2 2026, its #51 holding.
  • James J. Burns & Company first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.