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

Courage Miller Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.9M Sell
1,731,183
-3,983
-0.2% -$114K 13.44% 1
2026
Q1 		$44.5M Sell
1,735,166
-9,855
-0.6% -$264K 12.56% 1
2025
Q4 		$47M Sell
1,745,021
-60,176
-3% -$1.61M 14.14% 1
2025
Q3 		$47.5M Sell
1,805,197
-59,557
-3% -$1.51M 14.24% 1
2025
Q2 		$45.6M Buy
1,864,754
+56,255
+3% +$1.27M 14.45% 1
2025
Q1 		$39.9M Sell
1,808,499
-2,010
-0.1% -$46.8K 13.53% 1
2024
Q4 		$42M Sell
1,810,509
-16,056
-0.9% -$374K 14.37% 1
2024
Q3 		$41.3M Sell
1,826,565
-64,923
-3% -$1.41M 13.89% 1
2024
Q2 		$40.5M Sell
1,891,488
-20,937
-1% -$433K 14.57% 1
2024
Q1 		$39.6M Sell
1,912,425
-21,138
-1% -$416K 13.68% 1
2023
Q4 		$36.4M Sell
1,933,563
-48,699
-2% -$855K 13.75% 1
2023
Q3 		$33.4M Sell
1,982,262
-7,311
-0.4% -$128K 13.71% 1
2023
Q2 		$34.7M Sell
1,989,573
-94,614
-5% -$1.56M 14.47% 1
2023
Q1 		$33.6M Sell
2,084,187
-90,927
-4% -$1.43M 14.22% 1
2022
Q4 		$32.7M Buy
2,175,114
+2,187
+0.1% +$33.1K 15.08% 1
2022
Q3 		$30.7M Sell
2,172,927
-20,154
-0.9% -$316K 15.46% 1
2022
Q2 		$32.6M Buy
2,193,081
+8,376
+0.4% +$136K 15.5% 1
2022
Q1 		$39.2M Buy
2,184,705
+3,357
+0.2% +$59.4K 15.57% 1
2021
Q4 		$41.4M Sell
2,181,348
-14,880
-0.7% -$275K 15.65% 1
2021
Q3 		$38.1M Sell
2,196,228
-86,148
-4% -$1.54M 15.3% 1
2021
Q2 		$39.5M Sell
2,282,376
-8,604
-0.4% -$145K 16.16% 1
2021
Q1 		$36.7M Sell
2,290,980
-42,090
-2% -$659K 15.93% 1
2020
Q4 		$35.4M Sell
2,333,070
-127,920
-5% -$1.83M 16.26% 1
2020
Q3 		$30.4M Buy
2,460,990
+6
+0% +$80 16.34% 1
2020
Q2 		$30.4M Sell
2,460,984
-41,052
-2% -$478K 16.34% 1
2020
Q1 		$25.5M Buy
2,502,036
+53,016
+2% +$644K 15.71% 1
2019
Q4 		$31.4M Buy
2,449,020
+15,288
+0.6% +$187K 16.11% 1
2019
Q3 		$28.8M Sell
2,433,732
-16,122
-0.7% -$190K 15.86% 1
2019
Q2 		$28.7M Buy
2,449,854
+30,258
+1% +$348K 15.74% 1
2019
Q1 		$27.3M Sell
2,419,596
-14,358
-0.6% -$156K 15.41% 1
2018
Q4 		$24.2M Buy
2,433,954
+24,906
+1% +$267K 14.36% 1
2018
Q3 		$27.9M Sell
2,409,048
-21,642
-0.9% -$246K 16.08% 1
2018
Q2 		$26.3M Buy
2,430,690
+58,236
+2% +$628K 15.62% 1
2018
Q1 		$24.9M Buy
2,372,454
+35,376
+2% +$385K 15.12% 1
2017
Q4 		$24.8M Buy
2,337,078
+27,342
+1% +$283K 15.06% 1
2017
Q3 		$23.1M Buy
2,309,736
+46,542
+2% +$457K 14.46% 1
2017
Q2 		$21.8M Buy
2,263,194
+44,712
+2% +$426K 14.35% 1
2017
Q1 		$20.8M Buy
2,218,482
+94,422
+4% +$873K 14.37% 1
2016
Q4 		$18.9M Sell
2,124,060
-22,128
-1% -$192K 13.15% 1
2016
Q3 		$18.5M Buy
2,146,188
+27,018
+1% +$232K 12.77% 1
2016
Q2 		$17.6M Buy
2,119,170
+8,346
+0.4% +$68.6K 12.56% 1
2016
Q1 		$17.2M Sell
2,110,824
-120,210
-5% -$928K 12.03% 1
2015
Q4 		$18.1M Buy
2,231,034
+120,768
+6% +$985K 12.48% 1
2015
Q3 		$16.1M Buy
2,110,266
+402,924
+24% +$3.26M 11.99% 1
2015
Q2 		$14M Buy
1,707,342
+481,218
+39% +$4.04M 10.44% 1
2015
Q1 		$10.1M Buy
1,226,124
+1,003,182
+450% +$8.26M 7.58% 1
2014
Q4 		$1.82M Buy
222,942
+13,494
+6% +$108K 1.51% 30
2014
Q3 		$1.64M Buy
209,448
+8,466
+4% +$66.7K 1.28% 33
2014
Q2 		$1.57M Buy
200,982
+26,262
+15% +$199K 1.15% 34
2014
Q1 		$1.3M Buy
174,720
+30,336
+21% +$222K 1.02% 34
2013
Q4 		$1.06M Buy
144,384
+8,154
+6% +$57.5K 0.9% 33
2013
Q3 		$913K Buy
136,230
+65,040
+91% +$434K 0.75% 35
2013
Q2 		$453K Buy
+71,190
New +$456K 0.41% 37

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Courage Miller Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q2 2026, selling an estimated $114K and leaving 1,731,183 shares worth $50.9M. The position accounts for 13.44% of the portfolio, ranked #1.

Courage Miller Partners first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Courage Miller Partners held 1,731,183 shares of Schwab US Large- Cap ETF worth $50.9M as of Q2 2026.
  • Courage Miller Partners sold 3,983 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $114K.
  • Schwab US Large- Cap ETF made up 13.44% of Courage Miller Partners's portfolio in Q2 2026, its #1 holding.
  • Courage Miller Partners first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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