CMP
Courage Miller Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Buy |
304,022
+14,472
| +5% | +$423K | 2.82% | 12 |
|
|
2025
Q1 | $7.25M | Buy |
289,550
+4,346
| +2% | +$109K | 2.46% | 13 |
|
|
2024
Q4 | $7.95M | Buy |
285,204
+213,261
| +296% | +$5.94M | 2.72% | 12 |
|
|
2024
Q3 | $7.49M | Sell |
71,943
-4,326
| -6% | -$451K | 2.52% | 13 |
|
|
2024
Q2 | $7.69M | Sell |
76,269
-706
| -0.9% | -$71.2K | 2.77% | 12 |
|
|
2024
Q1 | $7.14M | Sell |
76,975
-499
| -0.6% | -$46.3K | 2.47% | 12 |
|
|
2023
Q4 | $6.43M | Sell |
77,474
-3,210
| -4% | -$266K | 2.43% | 12 |
|
|
2023
Q3 | $5.87M | Buy |
80,684
+2,215
| +3% | +$161K | 2.41% | 12 |
|
|
2023
Q2 | $5.88M | Sell |
78,469
-9,258
| -11% | -$694K | 2.45% | 11 |
|
|
2023
Q1 | $5.72M | Buy |
87,727
+10,517
| +14% | +$685K | 2.42% | 11 |
|
|
2022
Q4 | $4.29M | Buy |
77,210
+5,447
| +8% | +$303K | 1.98% | 16 |
|
|
2022
Q3 | $4.01M | Buy |
71,763
+1,860
| +3% | +$104K | 2.02% | 14 |
|
|
2022
Q2 | $4.05M | Buy |
69,903
+5,306
| +8% | +$308K | 1.92% | 15 |
|
|
2022
Q1 | $4.83M | Buy |
64,597
+33,726
| +109% | +$2.52M | 1.92% | 14 |
|
|
2021
Q4 | $5.06M | Buy |
30,871
+2,026
| +7% | +$332K | 1.91% | 16 |
|
|
2021
Q3 | $4.27M | Sell |
28,845
-1,092
| -4% | -$162K | 1.72% | 17 |
|
|
2021
Q2 | $4.37M | Buy |
29,937
+210
| +0.7% | +$30.7K | 1.79% | 17 |
|
|
2021
Q1 | $3.86M | Sell |
29,727
-86
| -0.3% | -$11.2K | 1.68% | 17 |
|
|
2020
Q4 | $3.83M | Sell |
29,813
-6,089
| -17% | -$782K | 1.76% | 16 |
|
|
2020
Q3 | $3.65M | Buy |
35,902
+1
| +0% | +$102 | 1.96% | 16 |
|
|
2020
Q2 | $3.65M | Buy |
35,901
+95
| +0.3% | +$9.65K | 1.96% | 16 |
|
|
2020
Q1 | $2.85M | Sell |
35,806
-2,114
| -6% | -$168K | 1.75% | 17 |
|
|
2019
Q4 | $3.52M | Sell |
37,920
-305
| -0.8% | -$28.3K | 1.81% | 17 |
|
|
2019
Q3 | $3.21M | Sell |
38,225
-1,031
| -3% | -$86.6K | 1.77% | 17 |
|
|
2019
Q2 | $3.27M | Buy |
39,256
+183
| +0.5% | +$15.2K | 1.79% | 17 |
|
|
2019
Q1 | $3.1M | Buy |
39,073
+81
| +0.2% | +$6.43K | 1.75% | 21 |
|
|
2018
Q4 | $2.69M | Buy |
38,992
+990
| +3% | +$68.2K | 1.59% | 22 |
|
|
2018
Q3 | $3.12M | Buy |
38,002
+51
| +0.1% | +$4.18K | 1.79% | 18 |
|
|
2018
Q2 | $2.88M | Buy |
37,951
+558
| +1% | +$42.3K | 1.71% | 20 |
|
|
2018
Q1 | $2.68M | Sell |
37,393
-924
| -2% | -$66.2K | 1.63% | 22 |
|
|
2017
Q4 | $2.71M | Buy |
38,317
+567
| +2% | +$40.1K | 1.64% | 20 |
|
|
2017
Q3 | $2.49M | Buy |
37,750
+581
| +2% | +$38.4K | 1.56% | 21 |
|
|
2017
Q2 | $2.35M | Buy |
37,169
+340
| +0.9% | +$21.5K | 1.55% | 22 |
|
|
2017
Q1 | $2.23M | Sell |
36,829
-2,412
| -6% | -$146K | 1.54% | 23 |
|
|
2016
Q4 | $2.19M | Sell |
39,241
-585
| -1% | -$32.7K | 1.53% | 21 |
|
|
2016
Q3 | $2.21M | Buy |
39,826
+450
| +1% | +$25K | 1.53% | 23 |
|
|
2016
Q2 | $2.07M | Buy |
39,376
+1,011
| +3% | +$53K | 1.48% | 23 |
|
|
2016
Q1 | $2.01M | Sell |
38,365
-1,514
| -4% | -$79.4K | 1.41% | 29 |
|
|
2015
Q4 | $2.11M | Buy |
39,879
+643
| +2% | +$34K | 1.46% | 28 |
|
|
2015
Q3 | $1.96M | Buy |
39,236
+3,546
| +10% | +$177K | 1.46% | 29 |
|
|
2015
Q2 | $1.92M | Buy |
35,690
+2,998
| +9% | +$161K | 1.42% | 28 |
|
|
2015
Q1 | $1.76M | Buy |
32,692
+6,005
| +23% | +$323K | 1.32% | 33 |
|
|
2014
Q4 | $1.38M | Buy |
+26,687
| New | +$1.38M | 1.14% | 39 |
|