Courage Miller Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Courage Miller Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Buy	364,250 +265	+0.1%	+$7.94K	2.99%	11
2025 Q4	$10.4M	Sell	363,985 -11,351	-3%	-$321K	3.12%	11
2025 Q3	$10.5M	Sell	375,336 -2,842	-0.8%	-$76K	3.13%	11
2025 Q2	$9.57M	Buy	378,178 +31,098	+9%	+$735K	3.03%	11
2025 Q1	$8.13M	Buy	347,080 +13,679	+4%	+$349K	2.76%	11
2024 Q4	$8.62M	Buy	333,401 +1,001	+0.3%	+$26.6K	2.95%	11
2024 Q3	$8.56M	Buy	332,400 +1,550	+0.5%	+$38.5K	2.88%	11
2024 Q2	$7.85M	Sell	330,850 -796	-0.2%	-$18.9K	2.82%	10
2024 Q1	$8.17M	Buy	331,646 +8,388	+3%	+$197K	2.82%	10
2023 Q4	$7.64M	Buy	323,258 +8,710	+3%	+$184K	2.89%	10
2023 Q3	$6.51M	Buy	314,548 +16,456	+6%	+$361K	2.67%	10
2023 Q2	$6.53M	Buy	298,092 +3,348	+1%	+$69.8K	2.72%	10
2023 Q1	$6.18M	Buy	294,744 +5,478	+2%	+$118K	2.62%	10
2022 Q4	$5.86M	Buy	289,266 +11,606	+4%	+$238K	2.7%	10
2022 Q3	$5.25M	Sell	277,660 -256	-0.1%	-$5.35K	2.65%	9
2022 Q2	$5.42M	Buy	277,916 +1,566	+0.6%	+$33.5K	2.57%	9
2022 Q1	$6.54M	Buy	276,350 +6,818	+3%	+$161K	2.6%	9
2021 Q4	$6.9M	Buy	269,532 +3,752	+1%	+$97.1K	2.61%	10
2021 Q3	$6.65M	Buy	265,780 +2,716	+1%	+$69K	2.67%	10
2021 Q2	$6.85M	Buy	263,064 +2,428	+0.9%	+$62.1K	2.8%	8
2021 Q1	$6.49M	Buy	260,636 +148	+0.1%	+$3.64K	2.82%	8
2020 Q4	$5.8M	Sell	260,488 -5,508	-2%	-$110K	2.66%	10
2020 Q3	$4.34M	Hold	265,996	–	–	2.34%	14
2020 Q2	$4.34M	Buy	265,996 +1,908	+0.7%	+$28.6K	2.34%	14
2020 Q1	$3.4M	Buy	264,088 +19,892	+8%	+$338K	2.09%	15
2019 Q4	$4.62M	Buy	244,196 +5,676	+2%	+$103K	2.37%	15
2019 Q3	$4.16M	Buy	238,520 +1,840	+0.8%	+$32.5K	2.29%	15
2019 Q2	$4.23M	Buy	236,680 +5,764	+2%	+$102K	2.32%	14
2019 Q1	$4.04M	Sell	230,916 -172	-0.1%	-$2.94K	2.28%	14
2018 Q4	$3.5M	Buy	231,088 +16,132	+8%	+$273K	2.08%	17
2018 Q3	$4.09M	Sell	214,956 -424	-0.2%	-$8.09K	2.36%	13
2018 Q2	$3.96M	Buy	215,380 +2,864	+1%	+$51.8K	2.35%	13
2018 Q1	$3.67M	Buy	212,516 +8,600	+4%	+$152K	2.23%	13
2017 Q4	$3.56M	Buy	203,916 +6,904	+4%	+$118K	2.16%	14
2017 Q3	$3.32M	Buy	197,012 +6,944	+4%	+$112K	2.08%	14
2017 Q2	$3.04M	Buy	190,068 +11,508	+6%	+$182K	2%	14
2017 Q1	$2.81M	Buy	178,560 +2,080	+1%	+$32.6K	1.94%	14
2016 Q4	$2.71M	Sell	176,480 -24,220	-12%	-$356K	1.89%	17
2016 Q3	$2.89M	Buy	200,700 +1,176	+0.6%	+$16.7K	2%	18
2016 Q2	$2.69M	Sell	199,524 -2,432	-1%	-$32.3K	1.93%	19
2016 Q1	$2.63M	Sell	201,956 -3,276	-2%	-$39.7K	1.84%	19
2015 Q4	$2.67M	Buy	205,232 +4,616	+2%	+$61.6K	1.85%	18
2015 Q3	$2.55M	Buy	200,616 +3,428	+2%	+$47.2K	1.9%	17
2015 Q2	$2.83M	Buy	197,188 +5,952	+3%	+$86.3K	2.11%	16
2015 Q1	$2.75M	Sell	191,236 -660	-0.3%	-$9.22K	2.06%	18
2014 Q4	$2.64M	Buy	191,896 +6,004	+3%	+$79.7K	2.19%	16
2014 Q3	$2.39M	Buy	185,892 +8,768	+5%	+$117K	1.86%	21
2014 Q2	$2.43M	Buy	177,124 +105,500	+147%	+$1.39M	1.78%	21
2014 Q1	$960K	Buy	71,624 +10,048	+16%	+$133K	0.75%	37
2013 Q4	$808K	Buy	61,576 +7,096	+13%	+$89.2K	0.68%	39
2013 Q3	$657K	Buy	54,480 +21,404	+65%	+$251K	0.54%	41
2013 Q2	$364K	Buy	+33,076	New	+$359K	0.33%	41