CMP
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Courage Miller Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Courage Miller Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.34M Buy
276,144
+620
+0.2% +$20.5K 2.47% 12
2026
Q1 		$8.03M Buy
275,524
+1,566
+0.6% +$48.7K 2.27% 15
2025
Q4 		$8.94M Sell
273,958
-13,513
-5% -$439K 2.69% 12
2025
Q3 		$9.16M Sell
287,471
-16,551
-5% -$504K 2.75% 12
2025
Q2 		$8.88M Buy
304,022
+14,472
+5% +$383K 2.82% 12
2025
Q1 		$7.25M Buy
289,550
+4,346
+2% +$119K 2.46% 13
2024
Q4 		$7.95M Sell
285,204
-2,568
-0.9% -$70.2K 2.72% 12
2024
Q3 		$7.49M Sell
287,772
-17,304
-6% -$435K 2.52% 13
2024
Q2 		$7.69M Sell
305,076
-2,824
-0.9% -$66.6K 2.77% 12
2024
Q1 		$7.14M Sell
307,900
-1,996
-0.6% -$44.1K 2.47% 12
2023
Q4 		$6.43M Sell
309,896
-12,840
-4% -$248K 2.43% 12
2023
Q3 		$5.87M Buy
322,736
+8,860
+3% +$167K 2.41% 12
2023
Q2 		$5.88M Sell
313,876
-37,032
-11% -$635K 2.45% 11
2023
Q1 		$5.72M Buy
350,908
+42,068
+14% +$638K 2.42% 11
2022
Q4 		$4.29M Buy
308,840
+21,788
+8% +$313K 1.98% 16
2022
Q3 		$4M Buy
287,052
+7,440
+3% +$117K 2.02% 14
2022
Q2 		$4.05M Buy
279,612
+21,224
+8% +$339K 1.92% 15
2022
Q1 		$4.83M Buy
258,388
+11,420
+5% +$208K 1.92% 14
2021
Q4 		$5.05M Buy
246,968
+16,208
+7% +$324K 1.91% 16
2021
Q3 		$4.27M Sell
230,760
-8,736
-4% -$166K 1.72% 17
2021
Q2 		$4.37M Buy
239,496
+1,680
+0.7% +$29.1K 1.79% 17
2021
Q1 		$3.86M Sell
237,816
-688
-0.3% -$11.2K 1.68% 17
2020
Q4 		$3.83M Sell
238,504
-48,712
-17% -$739K 1.76% 16
2020
Q3 		$3.65M Buy
287,216
+8
+0% +$112 1.96% 16
2020
Q2 		$3.65M Buy
287,208
+760
+0.3% +$8.86K 1.96% 16
2020
Q1 		$2.85M Sell
286,448
-16,912
-6% -$193K 1.75% 17
2019
Q4 		$3.52M Sell
303,360
-2,440
-0.8% -$26.9K 1.81% 17
2019
Q3 		$3.21M Sell
305,800
-8,248
-3% -$86.9K 1.77% 17
2019
Q2 		$3.27M Buy
314,048
+1,464
+0.5% +$14.9K 1.79% 17
2019
Q1 		$3.1M Buy
312,584
+648
+0.2% +$6.13K 1.75% 21
2018
Q4 		$2.69M Buy
311,936
+7,920
+3% +$73.8K 1.59% 22
2018
Q3 		$3.12M Buy
304,016
+408
+0.1% +$4.06K 1.79% 18
2018
Q2 		$2.88M Buy
303,608
+4,464
+1% +$41.6K 1.71% 20
2018
Q1 		$2.68M Sell
299,144
-7,392
-2% -$68.1K 1.63% 22
2017
Q4 		$2.71M Buy
306,536
+4,536
+2% +$39K 1.64% 20
2017
Q3 		$2.49M Buy
302,000
+4,648
+2% +$37.7K 1.56% 21
2017
Q2 		$2.35M Buy
297,352
+2,720
+0.9% +$21.2K 1.55% 22
2017
Q1 		$2.23M Sell
294,632
-19,296
-6% -$143K 1.54% 23
2016
Q4 		$2.19M Sell
313,928
-4,680
-1% -$32.4K 1.53% 21
2016
Q3 		$2.21M Buy
318,608
+3,600
+1% +$24.7K 1.53% 23
2016
Q2 		$2.07M Buy
315,008
+8,088
+3% +$53.1K 1.48% 23
2016
Q1 		$2.01M Sell
306,920
-12,112
-4% -$75.1K 1.41% 29
2015
Q4 		$2.11M Buy
319,032
+5,144
+2% +$34.3K 1.46% 28
2015
Q3 		$1.96M Buy
313,888
+28,368
+10% +$189K 1.46% 29
2015
Q2 		$1.92M Buy
285,520
+23,984
+9% +$164K 1.42% 28
2015
Q1 		$1.76M Buy
261,536
+48,040
+23% +$318K 1.32% 33
2014
Q4 		$1.38M Buy
+213,496
New +$1.34M 1.14% 39

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Courage Miller Partners's SCHG Position: Q2 2026 in Review

Courage Miller Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.23% in Q2 2026, buying an estimated $20.5K and bringing the position to 276,144 shares worth $9.34M. The position accounts for 2.47% of the portfolio, ranked #12.

Courage Miller Partners first reported a position in SCHG in Q4 2014 and has held it in 47 quarters since. 832 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Courage Miller Partners held 276,144 shares of Schwab US Large-Cap Growth ETF worth $9.34M as of Q2 2026.
  • Courage Miller Partners bought 620 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $20.5K.
  • Schwab US Large-Cap Growth ETF made up 2.47% of Courage Miller Partners's portfolio in Q2 2026, its #12 holding.
  • Courage Miller Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 832 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.