James J. Burns & Company, LLC SCHZ Holdings History
James J. Burns & Company, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, James J. Burns & Company, LLC held 649,813.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $15.10 Mil. This investment constitutes 2.46% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.17% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 7 purchases of SCHZ, at an average price of $34.67, for a total of 746,840.00 shares. In addition, there have been 4 sales at an average price of $42.59 for 97,027.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, James J. Burns & Company, LLC's estimated gain on his SCHZ holdings is $-6.81 Mil, reflecting a -26.30% gain to date.
James J. Burns & Company, LLC SCHZ ($23.01) Holding Chart
James J. Burns & Company, LLC SCHZ ($23.01) 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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