James J. Burns & Company, LLC SCHG Holdings History
James J. Burns & Company, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, James J. Burns & Company, LLC held 625,828.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $18.28 Mil. This investment constitutes 2.98% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 3 purchases of SCHG, at an average price of $39.11, for a total of 739,015.00 shares. In addition, there have been 8 sales at an average price of $61.17 for 113,187.00 shares. Based on historical transaction data and SCHG's current price of $29.69, James J. Burns & Company, LLC's estimated gain on his SCHG holdings is $-3.40 Mil, reflecting a -11.75% gain to date.
James J. Burns & Company, LLC SCHG ($29.69) Holding Chart
James J. Burns & Company, LLC SCHG ($29.69) 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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