CMP
SCHV

Courage Miller Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Courage Miller Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.34M Sell
268,344
-3,005
-1% -$99K 2.46% 13
2026
Q1 		$8.28M Sell
271,349
-646
-0.2% -$20.1K 2.34% 14
2025
Q4 		$8.05M Sell
271,995
-3,199
-1% -$93.5K 2.43% 14
2025
Q3 		$8M Buy
275,194
+1,193
+0.4% +$33.9K 2.4% 14
2025
Q2 		$7.58M Buy
274,001
+5,727
+2% +$151K 2.4% 15
2025
Q1 		$7.13M Buy
268,274
+7,210
+3% +$194K 2.42% 14
2024
Q4 		$6.81M Sell
261,064
-1,052
-0.4% -$28.4K 2.33% 14
2024
Q3 		$7.02M Sell
262,116
-4,815
-2% -$124K 2.36% 14
2024
Q2 		$6.59M Hold
266,931
– – 2.37% 14
2024
Q1 		$6.76M Sell
266,931
-711
-0.3% -$17K 2.34% 13
2023
Q4 		$6.25M Buy
267,642
+3,282
+1% +$71.8K 2.37% 13
2023
Q3 		$5.68M Buy
264,360
+17,445
+7% +$392K 2.33% 13
2023
Q2 		$5.52M Buy
246,915
+234
+0.1% +$5.11K 2.3% 12
2023
Q1 		$5.39M Buy
246,681
+22,731
+10% +$505K 2.28% 14
2022
Q4 		$4.93M Buy
223,950
+9,120
+4% +$197K 2.27% 13
2022
Q3 		$4.19M Buy
214,830
+5,310
+3% +$114K 2.11% 13
2022
Q2 		$4.36M Buy
209,520
+6,837
+3% +$153K 2.07% 14
2022
Q1 		$4.82M Buy
202,683
+5,613
+3% +$133K 1.92% 15
2021
Q4 		$4.81M Buy
197,070
+10,878
+6% +$258K 1.82% 17
2021
Q3 		$4.19M Buy
186,192
+1,902
+1% +$44K 1.68% 18
2021
Q2 		$4.2M Buy
184,290
+1,374
+0.8% +$31.2K 1.72% 18
2021
Q1 		$3.98M Buy
182,916
+495
+0.3% +$10.3K 1.73% 16
2020
Q4 		$3.62M Sell
182,421
-4,086
-2% -$76.4K 1.66% 18
2020
Q3 		$3.12M Buy
186,507
+3
+0% +$52 1.67% 18
2020
Q2 		$3.12M Buy
186,504
+6,042
+3% +$98.7K 1.67% 18
2020
Q1 		$2.66M Buy
180,462
+3,516
+2% +$64.5K 1.64% 19
2019
Q4 		$3.55M Sell
176,946
-810
-0.5% -$15.7K 1.82% 16
2019
Q3 		$3.36M Sell
177,756
-1,923
-1% -$36K 1.85% 16
2019
Q2 		$3.36M Buy
179,679
+1,608
+0.9% +$29.7K 1.85% 16
2019
Q1 		$3.25M Buy
178,071
+837
+0.5% +$14.9K 1.84% 19
2018
Q4 		$2.91M Buy
177,234
+5,133
+3% +$90.8K 1.73% 20
2018
Q3 		$3.22M Buy
172,101
+336
+0.2% +$6.23K 1.85% 17
2018
Q2 		$3.04M Buy
171,765
+5,841
+4% +$104K 1.8% 17
2018
Q1 		$2.92M Sell
165,924
-1,002
-0.6% -$18.4K 1.77% 19
2017
Q4 		$3.04M Buy
166,926
+5,991
+4% +$107K 1.84% 17
2017
Q3 		$2.78M Buy
160,935
+2,076
+1% +$35.1K 1.74% 18
2017
Q2 		$2.66M Buy
158,859
+6,588
+4% +$110K 1.75% 18
2017
Q1 		$2.52M Sell
152,271
-67,824
-31% -$1.11M 1.74% 19
2016
Q4 		$3.53M Sell
220,095
-4,908
-2% -$76.1K 2.46% 14
2016
Q3 		$3.42M Buy
225,003
+6,243
+3% +$95.2K 2.36% 14
2016
Q2 		$3.27M Buy
218,760
+3,177
+1% +$46.5K 2.33% 13
2016
Q1 		$3.1M Sell
215,583
-17,193
-7% -$235K 2.17% 16
2015
Q4 		$3.29M Buy
232,776
+4,395
+2% +$62.4K 2.28% 12
2015
Q3 		$3.03M Buy
228,381
+36,480
+19% +$511K 2.26% 13
2015
Q2 		$2.75M Buy
191,901
+41,301
+27% +$608K 2.05% 17
2015
Q1 		$2.17M Buy
150,600
+40,338
+37% +$587K 1.63% 27
2014
Q4 		$1.62M Buy
+110,262
New +$1.59M 1.34% 35

Other funds holding SCHV

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Courage Miller Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $99K and leaving 268,344 shares worth $9.34M. The position accounts for 2.46% of the portfolio, ranked #13.

Courage Miller Partners first reported a position in SCHV in Q4 2014 and has held it in 47 quarters since. 479 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Courage Miller Partners held 268,344 shares of Schwab US Large-Cap Value ETF worth $9.34M as of Q2 2026.
  • Courage Miller Partners sold 3,005 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $99K.
  • Schwab US Large-Cap Value ETF made up 2.46% of Courage Miller Partners's portfolio in Q2 2026, its #13 holding.
  • Courage Miller Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 479 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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