CMP
SCHM icon

Courage Miller Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Courage Miller Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Sell
455,266
-4,843
-1% -$167K 4.43% 7
2026
Q1 		$14.2M Buy
460,109
+1,132
+0.2% +$36K 4.02% 8
2025
Q4 		$13.8M Sell
458,977
-4,168
-0.9% -$124K 4.16% 7
2025
Q3 		$13.7M Buy
463,145
+825
+0.2% +$24K 4.11% 7
2025
Q2 		$13M Buy
462,320
+29,479
+7% +$778K 4.11% 7
2025
Q1 		$11.3M Buy
432,841
+15,137
+4% +$422K 3.84% 8
2024
Q4 		$11.6M Buy
417,704
+440
+0.1% +$12.5K 3.96% 7
2024
Q3 		$11.6M Buy
417,264
+5,502
+1% +$146K 3.89% 8
2024
Q2 		$10.7M Sell
411,762
-804
-0.2% -$21K 3.84% 8
2024
Q1 		$11.2M Buy
412,566
+5,763
+1% +$147K 3.87% 8
2023
Q4 		$10.2M Buy
406,803
+17,127
+4% +$392K 3.86% 8
2023
Q3 		$8.79M Buy
389,676
+85,758
+28% +$2.03M 3.61% 8
2023
Q2 		$7.2M Sell
303,918
-3,273
-1% -$73.8K 3% 9
2023
Q1 		$6.95M Sell
307,191
-1,188
-0.4% -$27.4K 2.94% 9
2022
Q4 		$6.74M Buy
308,379
+5,016
+2% +$110K 3.11% 9
2022
Q3 		$6.12M Sell
303,363
-2,058
-0.7% -$45.9K 3.09% 8
2022
Q2 		$6.39M Buy
305,421
+2,211
+0.7% +$51K 3.03% 8
2022
Q1 		$7.67M Buy
303,210
+2,556
+0.9% +$64.1K 3.04% 8
2021
Q4 		$8.06M Buy
300,654
+4,017
+1% +$107K 3.05% 8
2021
Q3 		$7.58M Sell
296,637
-4,008
-1% -$105K 3.05% 8
2021
Q2 		$7.84M Buy
300,645
+153
+0.1% +$3.95K 3.21% 7
2021
Q1 		$7.46M Sell
300,492
-4,392
-1% -$107K 3.24% 7
2020
Q4 		$6.93M Sell
304,884
-8,466
-3% -$177K 3.19% 6
2020
Q3 		$5.5M Buy
313,350
+3
+0% +$56 2.95% 8
2020
Q2 		$5.5M Sell
313,347
-6,492
-2% -$106K 2.95% 8
2020
Q1 		$4.49M Buy
319,839
+23,943
+8% +$438K 2.76% 10
2019
Q4 		$5.93M Buy
295,896
+6,051
+2% +$117K 3.05% 7
2019
Q3 		$5.46M Sell
289,845
-24
-0% -$453 3.01% 9
2019
Q2 		$5.52M Buy
289,869
+6,096
+2% +$114K 3.03% 7
2019
Q1 		$5.24M Sell
283,773
-2,271
-0.8% -$40.6K 2.96% 7
2018
Q4 		$4.57M Buy
286,044
+13,875
+5% +$242K 2.71% 9
2018
Q3 		$5.25M Sell
272,169
-1,689
-0.6% -$32.2K 3.02% 7
2018
Q2 		$5.01M Buy
273,858
+9,588
+4% +$173K 2.97% 7
2018
Q1 		$4.66M Buy
264,270
+13,701
+5% +$246K 2.82% 8
2017
Q4 		$4.45M Buy
250,569
+16,332
+7% +$282K 2.7% 10
2017
Q3 		$3.91M Buy
234,237
+10,080
+4% +$164K 2.45% 12
2017
Q2 		$3.6M Buy
224,157
+10,422
+5% +$166K 2.37% 13
2017
Q1 		$3.37M Buy
213,735
+7,881
+4% +$123K 2.33% 13
2016
Q4 		$3.1M Sell
205,854
-7,656
-4% -$112K 2.16% 16
2016
Q3 		$3.1M Buy
213,510
+4,857
+2% +$70.2K 2.14% 17
2016
Q2 		$2.92M Buy
208,653
+4,932
+2% +$68K 2.09% 17
2016
Q1 		$2.76M Sell
203,721
-768
-0.4% -$9.69K 1.93% 18
2015
Q4 		$2.73M Buy
204,489
+16,410
+9% +$223K 1.89% 17
2015
Q3 		$2.44M Buy
188,079
+3,591
+2% +$49.9K 1.82% 19
2015
Q2 		$2.62M Buy
184,488
+19,944
+12% +$289K 1.95% 19
2015
Q1 		$2.37M Buy
164,544
+42,315
+35% +$590K 1.77% 26
2014
Q4 		$1.66M Buy
122,229
+6,954
+6% +$91.6K 1.37% 33
2014
Q3 		$1.49M Buy
115,275
+10,701
+10% +$142K 1.16% 35
2014
Q2 		$1.4M Buy
104,574
+18,774
+22% +$242K 1.03% 39
2014
Q1 		$1.1M Buy
85,800
+12,039
+16% +$152K 0.87% 36
2013
Q4 		$921K Buy
73,761
+5,061
+7% +$60.8K 0.78% 35
2013
Q3 		$793K Buy
68,700
+24,603
+56% +$277K 0.65% 38
2013
Q2 		$470K Buy
+44,097
New +$470K 0.43% 36

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Courage Miller Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q2 2026, selling an estimated $167K and leaving 455,266 shares worth $16.8M. The position accounts for 4.43% of the portfolio, ranked #7.

Courage Miller Partners first reported a position in SCHM in Q2 2013 and has held it in 53 quarters since. 519 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Courage Miller Partners held 455,266 shares of Schwab US Mid-Cap ETF worth $16.8M as of Q2 2026.
  • Courage Miller Partners sold 4,843 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $167K.
  • Schwab US Mid-Cap ETF made up 4.43% of Courage Miller Partners's portfolio in Q2 2026, its #7 holding.
  • Courage Miller Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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