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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.6M | 62k | 26.34 |
| 2025-06-30 | $1.5M | 63k | 24.44 |
| 2025-03-31 | $1.4M | 62k | 22.08 |
| 2024-12-31 | $1.4M | 61k | 23.20 |
| 2024-09-30 | $1.4M | 21k | 67.84 |
| 2024-06-30 | $1.3M | 21k | 64.22 |
| 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 |
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