CMP
Courage Miller Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
274,001
+5,727
| +2% | +$158K | 2.4% | 15 |
|
|
2025
Q1 | $7.13M | Buy |
268,274
+7,210
| +3% | +$192K | 2.42% | 14 |
|
|
2024
Q4 | $6.81M | Buy |
261,064
+173,692
| +199% | +$4.53M | 2.33% | 14 |
|
|
2024
Q3 | $7.02M | Sell |
87,372
-1,605
| -2% | -$129K | 2.36% | 14 |
|
|
2024
Q2 | $6.59M | Hold |
88,977
| – | – | 2.37% | 14 |
|
|
2024
Q1 | $6.76M | Sell |
88,977
-237
| -0.3% | -$18K | 2.34% | 13 |
|
|
2023
Q4 | $6.25M | Buy |
89,214
+1,094
| +1% | +$76.7K | 2.37% | 13 |
|
|
2023
Q3 | $5.68M | Buy |
88,120
+5,815
| +7% | +$375K | 2.33% | 13 |
|
|
2023
Q2 | $5.52M | Buy |
82,305
+78
| +0.1% | +$5.23K | 2.3% | 12 |
|
|
2023
Q1 | $5.39M | Buy |
82,227
+7,577
| +10% | +$497K | 2.28% | 14 |
|
|
2022
Q4 | $4.93M | Buy |
74,650
+3,040
| +4% | +$201K | 2.27% | 13 |
|
|
2022
Q3 | $4.19M | Buy |
71,610
+1,770
| +3% | +$104K | 2.11% | 13 |
|
|
2022
Q2 | $4.36M | Buy |
69,840
+2,279
| +3% | +$142K | 2.07% | 14 |
|
|
2022
Q1 | $4.82M | Buy |
67,561
+1,871
| +3% | +$134K | 1.92% | 15 |
|
|
2021
Q4 | $4.81M | Buy |
65,690
+3,626
| +6% | +$266K | 1.82% | 17 |
|
|
2021
Q3 | $4.19M | Buy |
62,064
+634
| +1% | +$42.8K | 1.68% | 18 |
|
|
2021
Q2 | $4.2M | Buy |
61,430
+458
| +0.8% | +$31.3K | 1.72% | 18 |
|
|
2021
Q1 | $3.98M | Buy |
60,972
+165
| +0.3% | +$10.8K | 1.73% | 16 |
|
|
2020
Q4 | $3.62M | Sell |
60,807
-1,362
| -2% | -$81.1K | 1.66% | 18 |
|
|
2020
Q3 | $3.12M | Buy |
62,169
+1
| +0% | +$50 | 1.67% | 18 |
|
|
2020
Q2 | $3.12M | Buy |
62,168
+2,014
| +3% | +$101K | 1.67% | 18 |
|
|
2020
Q1 | $2.66M | Buy |
60,154
+1,172
| +2% | +$51.9K | 1.64% | 19 |
|
|
2019
Q4 | $3.55M | Sell |
58,982
-270
| -0.5% | -$16.2K | 1.82% | 16 |
|
|
2019
Q3 | $3.36M | Sell |
59,252
-641
| -1% | -$36.4K | 1.85% | 16 |
|
|
2019
Q2 | $3.36M | Buy |
59,893
+536
| +0.9% | +$30.1K | 1.85% | 16 |
|
|
2019
Q1 | $3.25M | Buy |
59,357
+279
| +0.5% | +$15.3K | 1.84% | 19 |
|
|
2018
Q4 | $2.91M | Buy |
59,078
+1,711
| +3% | +$84.3K | 1.73% | 20 |
|
|
2018
Q3 | $3.22M | Buy |
57,367
+112
| +0.2% | +$6.28K | 1.85% | 17 |
|
|
2018
Q2 | $3.04M | Buy |
57,255
+1,947
| +4% | +$103K | 1.8% | 17 |
|
|
2018
Q1 | $2.92M | Sell |
55,308
-334
| -0.6% | -$17.6K | 1.77% | 19 |
|
|
2017
Q4 | $3.04M | Buy |
55,642
+1,997
| +4% | +$109K | 1.84% | 17 |
|
|
2017
Q3 | $2.78M | Buy |
53,645
+692
| +1% | +$35.9K | 1.74% | 18 |
|
|
2017
Q2 | $2.66M | Buy |
52,953
+2,196
| +4% | +$110K | 1.75% | 18 |
|
|
2017
Q1 | $2.52M | Sell |
50,757
-22,608
| -31% | -$1.12M | 1.74% | 19 |
|
|
2016
Q4 | $3.53M | Sell |
73,365
-1,636
| -2% | -$78.7K | 2.46% | 14 |
|
|
2016
Q3 | $3.42M | Buy |
75,001
+2,081
| +3% | +$94.8K | 2.36% | 14 |
|
|
2016
Q2 | $3.27M | Buy |
72,920
+1,059
| +1% | +$47.4K | 2.33% | 13 |
|
|
2016
Q1 | $3.1M | Sell |
71,861
-5,731
| -7% | -$248K | 2.17% | 16 |
|
|
2015
Q4 | $3.29M | Buy |
77,592
+1,465
| +2% | +$62.2K | 2.28% | 12 |
|
|
2015
Q3 | $3.03M | Buy |
76,127
+12,160
| +19% | +$484K | 2.26% | 13 |
|
|
2015
Q2 | $2.75M | Buy |
63,967
+13,767
| +27% | +$593K | 2.05% | 17 |
|
|
2015
Q1 | $2.17M | Buy |
50,200
+13,446
| +37% | +$582K | 1.63% | 27 |
|
|
2014
Q4 | $1.62M | Buy |
+36,754
| New | +$1.62M | 1.34% | 35 |
|