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James J. Burns & Company, LLC → SCHW-PJ
James J. Burns & Company, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
41
Latest value
$1.1M
Q3 2026
Peak value
$20.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.8M |
| Q4 2025 | $1.6M |
| Q4 2025 | $19.5M |
| Q4 2025 | $11.4M |
| Q4 2025 | $7.3M |
| Q4 2025 | $5.3M |
| Q4 2025 | $2M |
| Q4 2025 | $9.5M |
| Q4 2025 | $15.7M |
| Q4 2025 | $1M |
| Q1 2026 | $17.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $17.4M |
| Q1 2026 | $11.5M |
| Q1 2026 | $7.5M |
| Q1 2026 | $5.4M |
| Q1 2026 | $1.9M |
| Q1 2026 | $9.4M |
| Q1 2026 | $15.4M |
| Q1 2026 | $1M |
| Q2 2026 | $266K |
| Q2 2026 | $20.4M |
| Q2 2026 | $2.1M |
| Q2 2026 | $19.9M |
| Q2 2026 | $12.9M |
| Q2 2026 | $9M |
| Q2 2026 | $6.7M |
| Q2 2026 | $2.1M |
| Q2 2026 | $10.6M |
| Q2 2026 | $15.4M |
| Q2 2026 | $1.1M |
| Q3 2026 | $20.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $20.4M |
| Q3 2026 | $12.3M |
| Q3 2026 | $8.2M |
| Q3 2026 | $6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $10.2M |
| Q3 2026 | $14.9M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 21.9K | — | — |
| Q3 2026 | $14.9M | 672.9K | — | — |
| Q3 2026 | $10.2M | 370.7K | — | — |
| Q3 2026 | $2.1M | 57.4K | — | — |
| Q3 2026 | $6M | 182.7K | — | — |
| Q3 2026 | $8.2M | 240.2K | — | — |
| Q3 2026 | $12.3M | 367.9K | — | — |
| Q3 2026 | $20.4M | 567.7K | — | — |
| Q3 2026 | $2.4M | 78.5K | — | — |
| Q3 2026 | $20.1M | 686.0K | — | — |
| Q2 2026 | $1.1M | 22.0K | — | — |
| Q2 2026 | $15.4M | 666.9K | — | — |
| Q2 2026 | $10.6M | 381.9K | — | — |
| Q2 2026 | $2.1M | 58.0K | — | — |
| Q2 2026 | $6.7M | 185.2K | — | — |
| Q2 2026 | $9M | 242.8K | — | — |
| Q2 2026 | $12.9M | 370.2K | — | — |
| Q2 2026 | $19.9M | 588.4K | — | — |
| Q2 2026 | $2.1M | 72.7K | — | — |
| Q2 2026 | $20.4M | 704.2K | — | — |
| Q2 2026 | $266K | 2.9K | — | — |
| Q1 2026 | $1M | 22.3K | — | — |
| Q1 2026 | $15.4M | 664.1K | — | — |
| Q1 2026 | $9.4M | 381.3K | — | — |
| Q1 2026 | $1.9M | 58.2K | — | — |
| Q1 2026 | $5.4M | 185.2K | — | — |
| Q1 2026 | $7.5M | 243.1K | — | — |
| Q1 2026 | $11.5M | 375.7K | — | — |
| Q1 2026 | $17.4M | 597.5K | — | — |
| Q1 2026 | $1.6M | 60.7K | — | — |
| Q1 2026 | $17.8M | 709.5K | — | — |
| Q4 2025 | $1M | 22.9K | — | — |
| Q4 2025 | $15.7M | 671.5K | — | — |
| Q4 2025 | $9.5M | 393.2K | — | — |
| Q4 2025 | $2M | 59.8K | — | — |
| Q4 2025 | $5.3M | 186.8K | — | — |
| Q4 2025 | $7.3M | 244.4K | — | — |
| Q4 2025 | $11.4M | 386.6K | — | — |
| Q4 2025 | $19.5M | 599.1K | — | — |
| Q4 2025 | $1.6M | 61.0K | — | — |
| Q4 2025 | $18.8M | 718.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B