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 |
-9,352
| Closed | -$230K | – | 78 |
|
|
2023
Q2 | $230K | Hold |
9,352
| – | – | 0.1% | 72 |
|
|
2023
Q1 | $236K | Hold |
9,352
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $230K | Buy |
9,352
+1,166
| +14% | +$28.7K | 0.11% | 68 |
|
|
2022
Q3 | $201K | Hold |
8,186
| – | – | 0.1% | 67 |
|
|
2022
Q2 | $211K | Hold |
8,186
| – | – | 0.1% | 67 |
|
|
2022
Q1 | $218K | Sell |
8,186
-850
| -9% | -$23.2K | 0.09% | 74 |
|
|
2021
Q4 | $254K | Sell |
9,036
-1,012
| -10% | -$28.5K | 0.1% | 76 |
|
|
2021
Q3 | $285K | Sell |
10,048
-6,934
| -41% | -$198K | 0.11% | 69 |
|
|
2021
Q2 | $483K | Sell |
16,982
-2,122
| -11% | -$60.2K | 0.2% | 62 |
|
|
2021
Q1 | $539K | Sell |
19,104
-170
| -0.9% | -$4.88K | 0.23% | 62 |
|
|
2020
Q4 | $561K | Sell |
19,274
-2,606
| -12% | -$75.9K | 0.26% | 56 |
|
|
2020
Q3 | $643K | Hold |
21,880
| – | – | 0.35% | 48 |
|
|
2020
Q2 | $643K | Hold |
21,880
| – | – | 0.35% | 48 |
|
|
2020
Q1 | $643K | Sell |
21,880
-1,072
| -5% | -$30.3K | 0.4% | 41 |
|
|
2019
Q4 | $630K | Sell |
22,952
-74
| -0.3% | -$2.04K | 0.32% | 50 |
|
|
2019
Q3 | $640K | Sell |
23,026
-5,474
| -19% | -$151K | 0.35% | 48 |
|
|
2019
Q2 | $783K | Sell |
28,500
-88,690
| -76% | -$2.39M | 0.43% | 44 |
|
|
2019
Q1 | $3.15M | Buy |
117,190
+162
| +0.1% | +$4.3K | 1.78% | 20 |
|
|
2018
Q4 | $3.1M | Buy |
117,028
+1,700
| +1% | +$44.1K | 1.84% | 19 |
|
|
2018
Q3 | $2.99M | Buy |
115,328
+5,716
| +5% | +$149K | 1.72% | 21 |
|
|
2018
Q2 | $2.87M | Buy |
109,612
+4,246
| +4% | +$111K | 1.7% | 21 |
|
|
2018
Q1 | $2.77M | Sell |
105,366
-1,072
| -1% | -$28.2K | 1.68% | 21 |
|
|
2017
Q4 | $2.84M | Buy |
106,438
+2,508
| +2% | +$67.3K | 1.72% | 18 |
|
|
2017
Q3 | $2.8M | Buy |
103,930
+620
| +0.6% | +$16.8K | 1.75% | 17 |
|
|
2017
Q2 | $2.79M | Buy |
103,310
+5,416
| +6% | +$146K | 1.84% | 15 |
|
|
2017
Q1 | $2.62M | Buy |
97,894
+38,578
| +65% | +$1.03M | 1.81% | 16 |
|
|
2016
Q4 | $1.58M | Buy |
59,316
+15,780
| +36% | +$428K | 1.1% | 28 |
|
|
2016
Q3 | $1.21M | Buy |
43,536
+6,698
| +18% | +$186K | 0.84% | 38 |
|
|
2016
Q2 | $1.03M | Buy |
36,838
+6,338
| +21% | +$175K | 0.74% | 39 |
|
|
2016
Q1 | $842K | Buy |
30,500
+7,564
| +33% | +$207K | 0.59% | 41 |
|
|
2015
Q4 | $615K | Buy |
22,936
+7,138
| +45% | +$193K | 0.42% | 46 |
|
|
2015
Q3 | $430K | Buy |
15,798
+62
| +0.4% | +$1.67K | 0.32% | 52 |
|
|
2015
Q2 | $422K | Buy |
15,736
+6,456
| +70% | +$174K | 0.31% | 50 |
|
|
2015
Q1 | $252K | Buy |
+9,280
| New | +$251K | 0.19% | 55 |
|
Other funds holding SCHR
CSIA
Courage Miller Partners's SCHR Position: Q3 2023 in Review
Courage Miller Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 9,352 shares — an estimated $230K sold.
Courage Miller Partners first reported a position in SCHR in Q1 2015 and held it in 34 quarters. The position peaked at $3.15M in Q1 2019. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.
- Courage Miller Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
- Courage Miller Partners sold 9,352 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $230K.
- Courage Miller Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2015 and held it in 34 quarters.
- Courage Miller Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $3.15M in Q1 2019.
- 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.
Based on Courage Miller Partners's 13F filing for Q3 2023, filed 16 Oct 2023.