CMP
Courage Miller Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
462,320
+29,479
| +7% | +$827K | 4.11% | 7 |
|
|
2025
Q1 | $11.3M | Buy |
432,841
+15,137
| +4% | +$397K | 3.84% | 8 |
|
|
2024
Q4 | $11.6M | Buy |
417,704
+278,616
| +200% | +$7.72M | 3.96% | 7 |
|
|
2024
Q3 | $11.6M | Buy |
139,088
+1,834
| +1% | +$152K | 3.89% | 8 |
|
|
2024
Q2 | $10.7M | Sell |
137,254
-268
| -0.2% | -$20.9K | 3.84% | 8 |
|
|
2024
Q1 | $11.2M | Buy |
137,522
+1,921
| +1% | +$156K | 3.87% | 8 |
|
|
2023
Q4 | $10.2M | Buy |
135,601
+5,709
| +4% | +$430K | 3.86% | 8 |
|
|
2023
Q3 | $8.79M | Buy |
129,892
+28,586
| +28% | +$1.93M | 3.61% | 8 |
|
|
2023
Q2 | $7.2M | Sell |
101,306
-1,091
| -1% | -$77.5K | 3% | 9 |
|
|
2023
Q1 | $6.95M | Sell |
102,397
-396
| -0.4% | -$26.9K | 2.94% | 9 |
|
|
2022
Q4 | $6.74M | Buy |
102,793
+1,672
| +2% | +$110K | 3.11% | 9 |
|
|
2022
Q3 | $6.12M | Sell |
101,121
-686
| -0.7% | -$41.5K | 3.09% | 8 |
|
|
2022
Q2 | $6.39M | Buy |
101,807
+737
| +0.7% | +$46.2K | 3.03% | 8 |
|
|
2022
Q1 | $7.67M | Buy |
101,070
+852
| +0.9% | +$64.6K | 3.04% | 8 |
|
|
2021
Q4 | $8.06M | Buy |
100,218
+1,339
| +1% | +$108K | 3.05% | 8 |
|
|
2021
Q3 | $7.58M | Sell |
98,879
-1,336
| -1% | -$102K | 3.05% | 8 |
|
|
2021
Q2 | $7.84M | Buy |
100,215
+51
| +0.1% | +$3.99K | 3.21% | 7 |
|
|
2021
Q1 | $7.46M | Sell |
100,164
-1,464
| -1% | -$109K | 3.24% | 7 |
|
|
2020
Q4 | $6.93M | Sell |
101,628
-2,822
| -3% | -$192K | 3.19% | 6 |
|
|
2020
Q3 | $5.5M | Buy |
104,450
+1
| +0% | +$53 | 2.95% | 8 |
|
|
2020
Q2 | $5.5M | Sell |
104,449
-2,164
| -2% | -$114K | 2.95% | 8 |
|
|
2020
Q1 | $4.49M | Buy |
106,613
+7,981
| +8% | +$336K | 2.76% | 10 |
|
|
2019
Q4 | $5.93M | Buy |
98,632
+2,017
| +2% | +$121K | 3.05% | 7 |
|
|
2019
Q3 | $5.46M | Sell |
96,615
-8
| -0% | -$452 | 3.01% | 9 |
|
|
2019
Q2 | $5.52M | Buy |
96,623
+2,032
| +2% | +$116K | 3.03% | 7 |
|
|
2019
Q1 | $5.24M | Sell |
94,591
-757
| -0.8% | -$41.9K | 2.96% | 7 |
|
|
2018
Q4 | $4.57M | Buy |
95,348
+4,625
| +5% | +$222K | 2.71% | 9 |
|
|
2018
Q3 | $5.25M | Sell |
90,723
-563
| -0.6% | -$32.6K | 3.02% | 7 |
|
|
2018
Q2 | $5.01M | Buy |
91,286
+3,196
| +4% | +$175K | 2.97% | 7 |
|
|
2018
Q1 | $4.66M | Buy |
88,090
+4,567
| +5% | +$241K | 2.82% | 8 |
|
|
2017
Q4 | $4.45M | Buy |
83,523
+5,444
| +7% | +$290K | 2.7% | 10 |
|
|
2017
Q3 | $3.91M | Buy |
78,079
+3,360
| +4% | +$168K | 2.45% | 12 |
|
|
2017
Q2 | $3.6M | Buy |
74,719
+3,474
| +5% | +$167K | 2.37% | 13 |
|
|
2017
Q1 | $3.37M | Buy |
71,245
+2,627
| +4% | +$124K | 2.33% | 13 |
|
|
2016
Q4 | $3.1M | Sell |
68,618
-2,552
| -4% | -$115K | 2.16% | 16 |
|
|
2016
Q3 | $3.1M | Buy |
71,170
+1,619
| +2% | +$70.5K | 2.14% | 17 |
|
|
2016
Q2 | $2.92M | Buy |
69,551
+1,644
| +2% | +$69.1K | 2.09% | 17 |
|
|
2016
Q1 | $2.76M | Sell |
67,907
-256
| -0.4% | -$10.4K | 1.93% | 18 |
|
|
2015
Q4 | $2.73M | Buy |
68,163
+5,470
| +9% | +$219K | 1.89% | 17 |
|
|
2015
Q3 | $2.44M | Buy |
62,693
+1,197
| +2% | +$46.6K | 1.82% | 19 |
|
|
2015
Q2 | $2.62M | Buy |
61,496
+6,648
| +12% | +$283K | 1.95% | 19 |
|
|
2015
Q1 | $2.37M | Buy |
54,848
+14,105
| +35% | +$609K | 1.77% | 26 |
|
|
2014
Q4 | $1.66M | Buy |
40,743
+2,318
| +6% | +$94.3K | 1.37% | 33 |
|
|
2014
Q3 | $1.49M | Buy |
38,425
+3,567
| +10% | +$138K | 1.16% | 35 |
|
|
2014
Q2 | $1.4M | Buy |
34,858
+6,258
| +22% | +$252K | 1.03% | 39 |
|
|
2014
Q1 | $1.1M | Buy |
28,600
+4,013
| +16% | +$155K | 0.87% | 36 |
|
|
2013
Q4 | $921K | Buy |
24,587
+1,687
| +7% | +$63.2K | 0.78% | 35 |
|
|
2013
Q3 | $793K | Buy |
22,900
+8,201
| +56% | +$284K | 0.65% | 38 |
|
|
2013
Q2 | $470K | Buy |
+14,699
| New | +$470K | 0.43% | 36 |
|