CMP
Courage Miller Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
726,303
-30,835
| -4% | -$752K | 5.61% | 5 |
|
|
2025
Q1 | $18.4M | Buy |
757,138
+3,519
| +0.5% | +$85.7K | 6.24% | 5 |
|
|
2024
Q4 | $18.1M | Buy |
753,619
+390,340
| +107% | +$9.39M | 6.21% | 5 |
|
|
2024
Q3 | $17.8M | Buy |
363,279
+17,136
| +5% | +$839K | 5.98% | 5 |
|
|
2024
Q2 | $16.7M | Sell |
346,143
-1,762
| -0.5% | -$84.8K | 5.99% | 5 |
|
|
2024
Q1 | $16.8M | Buy |
347,905
+3,968
| +1% | +$191K | 5.8% | 5 |
|
|
2023
Q4 | $16.7M | Sell |
343,937
-16,495
| -5% | -$799K | 6.31% | 5 |
|
|
2023
Q3 | $17.3M | Buy |
360,432
+18,262
| +5% | +$875K | 7.08% | 4 |
|
|
2023
Q2 | $16.4M | Buy |
342,170
+510
| +0.1% | +$24.5K | 6.85% | 4 |
|
|
2023
Q1 | $16.7M | Buy |
341,660
+8,683
| +3% | +$424K | 7.06% | 4 |
|
|
2022
Q4 | $16.1M | Sell |
332,977
-87,372
| -21% | -$4.21M | 7.4% | 4 |
|
|
2022
Q3 | $20.3M | Sell |
420,349
-4,150
| -1% | -$200K | 10.23% | 3 |
|
|
2022
Q2 | $20.9M | Sell |
424,499
-1,531
| -0.4% | -$75.3K | 9.91% | 3 |
|
|
2022
Q1 | $21.1M | Buy |
426,030
+47,270
| +12% | +$2.34M | 8.38% | 4 |
|
|
2021
Q4 | $19.3M | Buy |
378,760
+37,967
| +11% | +$1.93M | 7.29% | 4 |
|
|
2021
Q3 | $17.4M | Buy |
340,793
+63,531
| +23% | +$3.25M | 7.01% | 4 |
|
|
2021
Q2 | $14.2M | Buy |
277,262
+14,292
| +5% | +$732K | 5.8% | 4 |
|
|
2021
Q1 | $13.5M | Buy |
262,970
+8,359
| +3% | +$429K | 5.86% | 4 |
|
|
2020
Q4 | $13.1M | Buy |
254,611
+12,924
| +5% | +$664K | 6.01% | 4 |
|
|
2020
Q3 | $12.5M | Buy |
241,687
+1
| +0% | +$52 | 6.71% | 4 |
|
|
2020
Q2 | $12.5M | Sell |
241,686
-3,699
| -2% | -$191K | 6.71% | 4 |
|
|
2020
Q1 | $12.7M | Buy |
245,385
+10,635
| +5% | +$550K | 7.81% | 4 |
|
|
2019
Q4 | $11.9M | Buy |
234,750
+7,721
| +3% | +$390K | 6.09% | 4 |
|
|
2019
Q3 | $11.5M | Buy |
227,029
+6,219
| +3% | +$315K | 6.33% | 4 |
|
|
2019
Q2 | $11.2M | Buy |
220,810
+135,836
| +160% | +$6.87M | 6.14% | 4 |
|
|
2019
Q1 | $4.26M | Sell |
84,974
-219
| -0.3% | -$11K | 2.41% | 12 |
|
|
2018
Q4 | $4.25M | Buy |
85,193
+213
| +0.3% | +$10.6K | 2.52% | 10 |
|
|
2018
Q3 | $4.21M | Buy |
84,980
+244
| +0.3% | +$12.1K | 2.43% | 11 |
|
|
2018
Q2 | $4.21M | Sell |
84,736
-456
| -0.5% | -$22.7K | 2.5% | 11 |
|
|
2018
Q1 | $4.25M | Sell |
85,192
-414
| -0.5% | -$20.6K | 2.57% | 12 |
|
|
2017
Q4 | $4.28M | Buy |
85,606
+153
| +0.2% | +$7.65K | 2.6% | 12 |
|
|
2017
Q3 | $4.31M | Buy |
85,453
+23
| +0% | +$1.16K | 2.69% | 10 |
|
|
2017
Q2 | $4.31M | Buy |
85,430
+974
| +1% | +$49.1K | 2.84% | 9 |
|
|
2017
Q1 | $4.26M | Buy |
84,456
+2,190
| +3% | +$111K | 2.94% | 8 |
|
|
2016
Q4 | $4.15M | Sell |
82,266
-1,032
| -1% | -$52K | 2.89% | 7 |
|
|
2016
Q3 | $4.23M | Buy |
83,298
+50
| +0.1% | +$2.54K | 2.93% | 8 |
|
|
2016
Q2 | $4.24M | Sell |
83,248
-3,404
| -4% | -$173K | 3.03% | 8 |
|
|
2016
Q1 | $4.4M | Sell |
86,652
-2,503
| -3% | -$127K | 3.08% | 8 |
|
|
2015
Q4 | $4.5M | Buy |
89,155
+2,007
| +2% | +$101K | 3.11% | 6 |
|
|
2015
Q3 | $4.43M | Sell |
87,148
-3,270
| -4% | -$166K | 3.3% | 5 |
|
|
2015
Q2 | $4.59M | Sell |
90,418
-385
| -0.4% | -$19.5K | 3.41% | 5 |
|
|
2015
Q1 | $4.61M | Sell |
90,803
-4,040
| -4% | -$205K | 3.45% | 5 |
|
|
2014
Q4 | $4.8M | Buy |
94,843
+2,149
| +2% | +$109K | 3.97% | 4 |
|
|
2014
Q3 | $4.69M | Buy |
92,694
+3,882
| +4% | +$196K | 3.65% | 8 |
|
|
2014
Q2 | $4.5M | Buy |
88,812
+6,757
| +8% | +$342K | 3.29% | 8 |
|
|
2014
Q1 | $4.15M | Sell |
82,055
-1,215
| -1% | -$61.4K | 3.26% | 10 |
|
|
2013
Q4 | $4.21M | Sell |
83,270
-8,844
| -10% | -$447K | 3.56% | 7 |
|
|
2013
Q3 | $4.66M | Sell |
92,114
-3,089
| -3% | -$156K | 3.82% | 7 |
|
|
2013
Q2 | $4.8M | Buy |
+95,203
| New | +$4.8M | 4.36% | 7 |
|