James J. Burns & Company, LLC SCHB Holdings History
James J. Burns & Company, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, James J. Burns & Company, LLC held 704,368.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $16.79 Mil. This investment constitutes 2.74% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.05% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 6 purchases of SCHB, at an average price of $33.19, for a total of 834,022.00 shares. In addition, there have been 5 sales at an average price of $44.82 for 129,654.00 shares. Based on historical transaction data and SCHB's current price of $24.23, James J. Burns & Company, LLC's estimated gain on his SCHB holdings is $-4.80 Mil, reflecting a -17.34% gain to date.
James J. Burns & Company, LLC SCHB ($24.23) Holding Chart
James J. Burns & Company, LLC SCHB ($24.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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