Courage Miller Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $643K | Hold |
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|
2020
Q2 | $643K | Hold |
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|
2020
Q1 | $643K | Sell |
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|
2019
Q4 | $630K | Sell |
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|
2019
Q3 | $640K | Sell |
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|
2019
Q2 | $783K | Sell |
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|
2019
Q1 | $3.15M | Buy |
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|
2018
Q4 | $3.1M | Buy |
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|
2018
Q3 | $2.99M | Buy |
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|
2018
Q2 | $2.87M | Buy |
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|
2018
Q1 | $2.77M | Sell |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q3 | $2.8M | Buy |
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|
2017
Q2 | $2.79M | Buy |
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|
2017
Q1 | $2.62M | Buy |
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|
2016
Q4 | $1.58M | Buy |
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|
2016
Q3 | $1.21M | Buy |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $842K | Buy |
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|
2015
Q4 | $615K | Buy |
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|
2015
Q3 | $430K | Buy |
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|
2015
Q2 | $422K | Buy |
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|
2015
Q1 | $252K | Buy |
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