CMP
Courage Miller Partners’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
483,252
+27,796
| +6% | +$588K | 3.24% | 10 |
|
|
2025
Q1 | $9.8M | Buy |
455,456
+12,292
| +3% | +$264K | 3.32% | 9 |
|
|
2024
Q4 | $9.33M | Buy |
443,164
+3,539
| +0.8% | +$74.5K | 3.2% | 9 |
|
|
2024
Q3 | $10.2M | Sell |
439,625
-13,076
| -3% | -$303K | 3.42% | 9 |
|
|
2024
Q2 | $9.04M | Sell |
452,701
-482
| -0.1% | -$9.63K | 3.25% | 9 |
|
|
2024
Q1 | $9.2M | Buy |
453,183
+12,923
| +3% | +$262K | 3.18% | 9 |
|
|
2023
Q4 | $9.12M | Buy |
440,260
+304
| +0.1% | +$6.3K | 3.45% | 9 |
|
|
2023
Q3 | $7.81M | Buy |
439,956
+38,674
| +10% | +$686K | 3.2% | 9 |
|
|
2023
Q2 | $7.84M | Buy |
401,282
+6,226
| +2% | +$122K | 3.26% | 8 |
|
|
2023
Q1 | $7.7M | Buy |
395,056
+10,479
| +3% | +$204K | 3.26% | 8 |
|
|
2022
Q4 | $7.42M | Buy |
384,577
+15,103
| +4% | +$291K | 3.42% | 8 |
|
|
2022
Q3 | $6.91M | Sell |
369,474
-3,111
| -0.8% | -$58.1K | 3.48% | 7 |
|
|
2022
Q2 | $7.86M | Buy |
372,585
+1,695
| +0.5% | +$35.7K | 3.73% | 7 |
|
|
2022
Q1 | $9.23M | Buy |
370,890
+187,054
| +102% | +$4.66M | 3.67% | 7 |
|
|
2021
Q4 | $9.69M | Buy |
183,836
+1,514
| +0.8% | +$79.8K | 3.66% | 7 |
|
|
2021
Q3 | $8.33M | Sell |
182,322
-3,440
| -2% | -$157K | 3.35% | 7 |
|
|
2021
Q2 | $8.51M | Buy |
185,762
+1,727
| +0.9% | +$79.1K | 3.48% | 6 |
|
|
2021
Q1 | $7.56M | Buy |
184,035
+10,857
| +6% | +$446K | 3.28% | 6 |
|
|
2020
Q4 | $6.58M | Buy |
173,178
+28,955
| +20% | +$1.1M | 3.02% | 7 |
|
|
2020
Q3 | $5.08M | Buy |
144,223
+1
| +0% | +$35 | 2.73% | 10 |
|
|
2020
Q2 | $5.08M | Buy |
144,222
+5,389
| +4% | +$190K | 2.73% | 10 |
|
|
2020
Q1 | $4.55M | Buy |
138,833
+6,212
| +5% | +$203K | 2.8% | 9 |
|
|
2019
Q4 | $6.1M | Buy |
132,621
+1,978
| +2% | +$90.9K | 3.13% | 6 |
|
|
2019
Q3 | $6.16M | Sell |
130,643
-944
| -0.7% | -$44.5K | 3.4% | 6 |
|
|
2019
Q2 | $5.85M | Buy |
131,587
+936
| +0.7% | +$41.6K | 3.21% | 6 |
|
|
2019
Q1 | $5.8M | Sell |
130,651
-1,847
| -1% | -$82.1K | 3.28% | 6 |
|
|
2018
Q4 | $5.1M | Buy |
132,498
+1,220
| +0.9% | +$47K | 3.03% | 6 |
|
|
2018
Q3 | $5.48M | Buy |
131,278
+824
| +0.6% | +$34.4K | 3.15% | 6 |
|
|
2018
Q2 | $5.45M | Buy |
130,454
+1,100
| +0.9% | +$46K | 3.23% | 6 |
|
|
2018
Q1 | $4.95M | Buy |
129,354
+18,040
| +16% | +$690K | 3% | 6 |
|
|
2017
Q4 | $4.63M | Buy |
111,314
+6,512
| +6% | +$271K | 2.81% | 8 |
|
|
2017
Q3 | $4.31M | Buy |
104,802
+4,820
| +5% | +$198K | 2.7% | 9 |
|
|
2017
Q2 | $4.12M | Buy |
99,982
+2,197
| +2% | +$90.5K | 2.71% | 10 |
|
|
2017
Q1 | $3.99M | Buy |
97,785
+2,817
| +3% | +$115K | 2.75% | 10 |
|
|
2016
Q4 | $3.9M | Buy |
94,968
+9,126
| +11% | +$374K | 2.72% | 9 |
|
|
2016
Q3 | $3.66M | Buy |
85,842
+1,750
| +2% | +$74.6K | 2.53% | 11 |
|
|
2016
Q2 | $3.65M | Sell |
84,092
-2,454
| -3% | -$107K | 2.61% | 11 |
|
|
2016
Q1 | $3.58M | Sell |
86,546
-5,083
| -6% | -$210K | 2.51% | 11 |
|
|
2015
Q4 | $3.63M | Buy |
91,629
+2,110
| +2% | +$83.6K | 2.51% | 11 |
|
|
2015
Q3 | $3.33M | Buy |
89,519
+3,069
| +4% | +$114K | 2.48% | 11 |
|
|
2015
Q2 | $3.14M | Buy |
86,450
+3,253
| +4% | +$118K | 2.34% | 13 |
|
|
2015
Q1 | $3.37M | Sell |
83,197
-1,933
| -2% | -$78.4K | 2.52% | 14 |
|
|
2014
Q4 | $3.32M | Buy |
85,130
+504
| +0.6% | +$19.6K | 2.74% | 13 |
|
|
2014
Q3 | $2.88M | Buy |
84,626
+2,990
| +4% | +$102K | 2.24% | 16 |
|
|
2014
Q2 | $2.89M | Buy |
81,636
+3,158
| +4% | +$112K | 2.12% | 15 |
|
|
2014
Q1 | $2.6M | Buy |
78,478
+5,595
| +8% | +$185K | 2.04% | 19 |
|
|
2013
Q4 | $2.21M | Buy |
72,883
+14,754
| +25% | +$446K | 1.87% | 22 |
|
|
2013
Q3 | $1.8M | Buy |
58,129
+29,770
| +105% | +$920K | 1.47% | 26 |
|
|
2013
Q2 | $910K | Buy |
+28,359
| New | +$910K | 0.83% | 29 |
|