CMP
Courage Miller Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
446,482
+17,934
| +4% | +$475K | 3.75% | 8 |
|
|
2025
Q1 | $12M | Buy |
428,548
+8,523
| +2% | +$238K | 4.06% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
420,025
+280,182
| +200% | +$7.65M | 3.93% | 8 |
|
|
2024
Q3 | $11.8M | Sell |
139,843
-244
| -0.2% | -$20.6K | 3.97% | 7 |
|
|
2024
Q2 | $10.9M | Sell |
140,087
-481
| -0.3% | -$37.4K | 3.92% | 7 |
|
|
2024
Q1 | $11.3M | Sell |
140,568
-194
| -0.1% | -$15.6K | 3.92% | 7 |
|
|
2023
Q4 | $10.7M | Buy |
140,762
+1,143
| +0.8% | +$87K | 4.05% | 7 |
|
|
2023
Q3 | $9.88M | Buy |
139,619
+6,962
| +5% | +$493K | 4.05% | 7 |
|
|
2023
Q2 | $9.63M | Buy |
132,657
+2,137
| +2% | +$155K | 4.01% | 7 |
|
|
2023
Q1 | $9.55M | Sell |
130,520
-4,869
| -4% | -$356K | 4.04% | 7 |
|
|
2022
Q4 | $10.2M | Buy |
135,389
+1,845
| +1% | +$139K | 4.71% | 6 |
|
|
2022
Q3 | $8.87M | Sell |
133,544
-3,141
| -2% | -$209K | 4.47% | 6 |
|
|
2022
Q2 | $9.79M | Sell |
136,685
-241
| -0.2% | -$17.3K | 4.65% | 6 |
|
|
2022
Q1 | $10.8M | Buy |
136,926
+1,258
| +0.9% | +$99.2K | 4.29% | 6 |
|
|
2021
Q4 | $11M | Sell |
135,668
-38
| -0% | -$3.07K | 4.15% | 6 |
|
|
2021
Q3 | $10.1M | Sell |
135,706
-2,556
| -2% | -$190K | 4.05% | 5 |
|
|
2021
Q2 | $10.5M | Buy |
138,262
+414
| +0.3% | +$31.3K | 4.27% | 5 |
|
|
2021
Q1 | $10.1M | Buy |
137,848
+937
| +0.7% | +$68.3K | 4.37% | 5 |
|
|
2020
Q4 | $8.78M | Buy |
136,911
+3,542
| +3% | +$227K | 4.04% | 5 |
|
|
2020
Q3 | $6.9M | Buy |
133,369
+1
| +0% | +$52 | 3.71% | 5 |
|
|
2020
Q2 | $6.9M | Buy |
133,368
+4,543
| +4% | +$235K | 3.71% | 5 |
|
|
2020
Q1 | $5.79M | Sell |
128,825
-814
| -0.6% | -$36.6K | 3.56% | 7 |
|
|
2019
Q4 | $7.51M | Buy |
129,639
+208
| +0.2% | +$12K | 3.86% | 5 |
|
|
2019
Q3 | $7.09M | Sell |
129,431
-2,300
| -2% | -$126K | 3.91% | 5 |
|
|
2019
Q2 | $6.99M | Buy |
131,731
+572
| +0.4% | +$30.4K | 3.84% | 5 |
|
|
2019
Q1 | $6.86M | Sell |
131,159
-605
| -0.5% | -$31.6K | 3.87% | 4 |
|
|
2018
Q4 | $6.19M | Buy |
131,764
+1,548
| +1% | +$72.7K | 3.67% | 5 |
|
|
2018
Q3 | $6.9M | Sell |
130,216
-716
| -0.5% | -$37.9K | 3.97% | 4 |
|
|
2018
Q2 | $6.45M | Buy |
130,932
+2,855
| +2% | +$141K | 3.83% | 4 |
|
|
2018
Q1 | $6.28M | Sell |
128,077
-695
| -0.5% | -$34.1K | 3.81% | 4 |
|
|
2017
Q4 | $6.59M | Sell |
128,772
-2,180
| -2% | -$112K | 3.99% | 4 |
|
|
2017
Q3 | $6.13M | Buy |
130,952
+2,541
| +2% | +$119K | 3.83% | 5 |
|
|
2017
Q2 | $5.79M | Buy |
128,411
+4,416
| +4% | +$199K | 3.81% | 5 |
|
|
2017
Q1 | $5.53M | Buy |
123,995
+6,788
| +6% | +$303K | 3.82% | 5 |
|
|
2016
Q4 | $5.11M | Sell |
117,207
-521
| -0.4% | -$22.7K | 3.56% | 4 |
|
|
2016
Q3 | $4.98M | Buy |
117,728
+2,958
| +3% | +$125K | 3.44% | 5 |
|
|
2016
Q2 | $4.76M | Sell |
114,770
-1,800
| -2% | -$74.6K | 3.4% | 5 |
|
|
2016
Q1 | $4.67M | Sell |
116,570
-6,659
| -5% | -$267K | 3.27% | 6 |
|
|
2015
Q4 | $4.75M | Buy |
123,229
+4,825
| +4% | +$186K | 3.28% | 5 |
|
|
2015
Q3 | $4.26M | Buy |
118,404
+16,430
| +16% | +$591K | 3.17% | 6 |
|
|
2015
Q2 | $3.91M | Buy |
101,974
+8,469
| +9% | +$324K | 2.91% | 10 |
|
|
2015
Q1 | $3.69M | Buy |
93,505
+16,950
| +22% | +$668K | 2.76% | 12 |
|
|
2014
Q4 | $3.05M | Buy |
76,555
+17,123
| +29% | +$682K | 2.52% | 14 |
|
|
2014
Q3 | $2.29M | Buy |
59,432
+1,769
| +3% | +$68.2K | 1.78% | 24 |
|
|
2014
Q2 | $2.21M | Buy |
57,663
+2,672
| +5% | +$102K | 1.62% | 29 |
|
|
2014
Q1 | $2.03M | Buy |
54,991
+8,419
| +18% | +$310K | 1.59% | 29 |
|
|
2013
Q4 | $1.71M | Buy |
46,572
+7,931
| +21% | +$291K | 1.45% | 29 |
|
|
2013
Q3 | $1.3M | Buy |
38,641
+30,116
| +353% | +$1.01M | 1.07% | 32 |
|
|
2013
Q2 | $279K | Buy |
+8,525
| New | +$279K | 0.25% | 43 |
|