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Schwab Strategic Tr us lrg cap etf shares owned by James J. Burns & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $717k 12k 61.55
2023-09-30 $886k 18k 50.63
2023-06-30 $897k 17k 52.42
2023-03-31 $826k 17k 48.39
2022-12-31 $421k 9.3k 45.12
2022-09-30 $323k 7.6k 42.37