CMP
SCHB icon

Courage Miller Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Courage Miller Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,075
Closed -$208K – 85
2025
Q3 		$208K Buy
+8,075
New +$200K 0.06% 85

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Courage Miller Partners's SCHB Position: Q4 2025 in Review

Courage Miller Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 8,075 shares — an estimated $208K sold.

Courage Miller Partners first reported a position in SCHB in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Courage Miller Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Courage Miller Partners sold 8,075 Schwab US Broad Market ETF shares in Q4 2025, an estimated $208K.
  • Courage Miller Partners first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 1 quarter.
  • Courage Miller Partners's Schwab US Broad Market ETF position peaked at $208K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Courage Miller Partners's 13F filing for Q4 2025, filed 26 Jan 2026.