Courage Miller Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Courage Miller Partners’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.5M	Buy	850,858 +30,825	+4%	+$745K	5.42%	5
2026 Q1	$19.9M	Buy	820,033 +25,466	+3%	+$620K	5.62%	5
2025 Q4	$19.4M	Sell	794,567 -3,050	-0.4%	-$74.4K	5.83%	5
2025 Q3	$19.5M	Buy	797,617 +71,314	+10%	+$1.74M	5.83%	5
2025 Q2	$17.7M	Sell	726,303 -30,835	-4%	-$749K	5.61%	5
2025 Q1	$18.4M	Buy	757,138 +3,519	+0.5%	+$85.2K	6.24%	5
2024 Q4	$18.1M	Buy	753,619 +27,061	+4%	+$655K	6.21%	5
2024 Q3	$17.8M	Buy	726,558 +34,272	+5%	+$833K	5.98%	5
2024 Q2	$16.7M	Sell	692,286 -3,524	-0.5%	-$84.5K	5.99%	5
2024 Q1	$16.8M	Buy	695,810 +7,936	+1%	+$192K	5.8%	5
2023 Q4	$16.7M	Sell	687,874 -32,990	-5%	-$792K	6.31%	5
2023 Q3	$17.3M	Buy	720,864 +36,524	+5%	+$875K	7.08%	4
2023 Q2	$16.4M	Buy	684,340 +1,020	+0.1%	+$24.7K	6.85%	4
2023 Q1	$16.7M	Buy	683,320 +17,366	+3%	+$421K	7.06%	4
2022 Q4	$16.1M	Sell	665,954 -174,744	-21%	-$4.21M	7.4%	4
2022 Q3	$20.3M	Sell	840,698 -8,300	-1%	-$203K	10.23%	3
2022 Q2	$20.9M	Sell	848,998 -3,062	-0.4%	-$75.5K	9.91%	3
2022 Q1	$21.1M	Buy	852,060 +94,540	+12%	+$2.37M	8.38%	4
2021 Q4	$19.3M	Buy	757,520 +75,934	+11%	+$1.94M	7.29%	4
2021 Q3	$17.4M	Buy	681,586 +127,062	+23%	+$3.26M	7.01%	4
2021 Q2	$14.2M	Buy	554,524 +28,584	+5%	+$733K	5.8%	4
2021 Q1	$13.5M	Buy	525,940 +16,718	+3%	+$429K	5.86%	4
2020 Q4	$13.1M	Buy	509,222 +25,848	+5%	+$665K	6.01%	4
2020 Q3	$12.5M	Buy	483,374 +2	+0%	+$52	6.71%	4
2020 Q2	$12.5M	Sell	483,372 -7,398	-2%	-$191K	6.71%	4
2020 Q1	$12.7M	Buy	490,770 +21,270	+5%	+$542K	7.81%	4
2019 Q4	$11.8M	Buy	469,500 +15,442	+3%	+$390K	6.09%	4
2019 Q3	$11.5M	Buy	454,058 +12,438	+3%	+$314K	6.33%	4
2019 Q2	$11.2M	Buy	441,620 +271,672	+160%	+$6.82M	6.14%	4
2019 Q1	$4.26M	Sell	169,948 -438	-0.3%	-$10.9K	2.41%	12
2018 Q4	$4.25M	Buy	170,386 +426	+0.3%	+$10.6K	2.52%	10
2018 Q3	$4.21M	Buy	169,960 +488	+0.3%	+$12.1K	2.43%	11
2018 Q2	$4.21M	Sell	169,472 -912	-0.5%	-$22.7K	2.5%	11
2018 Q1	$4.25M	Sell	170,384 -828	-0.5%	-$20.6K	2.57%	12
2017 Q4	$4.28M	Buy	171,212 +306	+0.2%	+$7.68K	2.6%	12
2017 Q3	$4.31M	Buy	170,906 +46	+0%	+$1.16K	2.69%	10
2017 Q2	$4.31M	Buy	170,860 +1,948	+1%	+$49.2K	2.84%	9
2017 Q1	$4.26M	Buy	168,912 +4,380	+3%	+$110K	2.94%	8
2016 Q4	$4.15M	Sell	164,532 -2,064	-1%	-$52.2K	2.89%	7
2016 Q3	$4.23M	Buy	166,596 +100	+0.1%	+$2.54K	2.93%	8
2016 Q2	$4.24M	Sell	166,496 -6,808	-4%	-$173K	3.03%	8
2016 Q1	$4.4M	Sell	173,304 -5,006	-3%	-$127K	3.08%	8
2015 Q4	$4.5M	Buy	178,310 +4,014	+2%	+$102K	3.11%	6
2015 Q3	$4.43M	Sell	174,296 -6,540	-4%	-$166K	3.3%	5
2015 Q2	$4.58M	Sell	180,836 -770	-0.4%	-$19.5K	3.41%	5
2015 Q1	$4.61M	Sell	181,606 -8,080	-4%	-$205K	3.45%	5
2014 Q4	$4.8M	Buy	189,686 +4,298	+2%	+$109K	3.97%	4
2014 Q3	$4.69M	Buy	185,388 +7,764	+4%	+$196K	3.65%	8
2014 Q2	$4.5M	Buy	177,624 +13,514	+8%	+$342K	3.29%	8
2014 Q1	$4.15M	Sell	164,110 -2,430	-1%	-$61.4K	3.26%	10
2013 Q4	$4.21M	Sell	166,540 -17,688	-10%	-$447K	3.56%	7
2013 Q3	$4.66M	Sell	184,228 -6,178	-3%	-$156K	3.82%	7
2013 Q2	$4.8M	Buy	+190,406	New	+$4.81M	4.36%	7

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Courage Miller Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.8% in Q2 2026, buying an estimated $745K and bringing the position to 850,858 shares worth $20.5M. The position accounts for 5.42% of the portfolio, ranked #5.

Courage Miller Partners first reported a position in SCHO in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.1M in Q1 2022. 333 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Courage Miller Partners held 850,858 shares of Schwab Short-Term US Treasury ETF worth $20.5M as of Q2 2026.
Courage Miller Partners bought 30,825 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $745K.
Schwab Short-Term US Treasury ETF made up 5.42% of Courage Miller Partners's portfolio in Q2 2026, its #5 holding.
Courage Miller Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 53 quarters since.
Courage Miller Partners's Schwab Short-Term US Treasury ETF position peaked at $21.1M in Q1 2022.
333 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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