CMP
Courage Miller Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6M | Buy |
1,864,754
+56,255
| +3% | +$1.37M | 14.45% | 1 |
|
|
2025
Q1 | $39.9M | Sell |
1,808,499
-2,010
| -0.1% | -$44.4K | 13.53% | 1 |
|
|
2024
Q4 | $42M | Buy |
1,810,509
+1,201,654
| +197% | +$27.9M | 14.37% | 1 |
|
|
2024
Q3 | $41.3M | Sell |
608,855
-21,641
| -3% | -$1.47M | 13.89% | 1 |
|
|
2024
Q2 | $40.5M | Sell |
630,496
-6,979
| -1% | -$448K | 14.57% | 1 |
|
|
2024
Q1 | $39.6M | Sell |
637,475
-7,046
| -1% | -$437K | 13.68% | 1 |
|
|
2023
Q4 | $36.4M | Sell |
644,521
-16,233
| -2% | -$916K | 13.75% | 1 |
|
|
2023
Q3 | $33.4M | Sell |
660,754
-2,437
| -0.4% | -$123K | 13.71% | 1 |
|
|
2023
Q2 | $34.7M | Sell |
663,191
-31,538
| -5% | -$1.65M | 14.47% | 1 |
|
|
2023
Q1 | $33.6M | Sell |
694,729
-30,309
| -4% | -$1.47M | 14.22% | 1 |
|
|
2022
Q4 | $32.7M | Buy |
725,038
+729
| +0.1% | +$32.9K | 15.08% | 1 |
|
|
2022
Q3 | $30.7M | Sell |
724,309
-6,718
| -0.9% | -$285K | 15.46% | 1 |
|
|
2022
Q2 | $32.6M | Buy |
731,027
+2,792
| +0.4% | +$125K | 15.5% | 1 |
|
|
2022
Q1 | $39.2M | Buy |
728,235
+364,677
| +100% | +$19.6M | 15.57% | 1 |
|
|
2021
Q4 | $41.4M | Sell |
363,558
-2,480
| -0.7% | -$282K | 15.65% | 1 |
|
|
2021
Q3 | $38.1M | Sell |
366,038
-14,358
| -4% | -$1.49M | 15.3% | 1 |
|
|
2021
Q2 | $39.6M | Sell |
380,396
-1,434
| -0.4% | -$149K | 16.16% | 1 |
|
|
2021
Q1 | $36.7M | Sell |
381,830
-7,015
| -2% | -$674K | 15.93% | 1 |
|
|
2020
Q4 | $35.4M | Sell |
388,845
-21,320
| -5% | -$1.94M | 16.26% | 1 |
|
|
2020
Q3 | $30.4M | Buy |
410,165
+1
| +0% | +$74 | 16.34% | 1 |
|
|
2020
Q2 | $30.4M | Sell |
410,164
-6,842
| -2% | -$507K | 16.34% | 1 |
|
|
2020
Q1 | $25.5M | Buy |
417,006
+8,836
| +2% | +$541K | 15.71% | 1 |
|
|
2019
Q4 | $31.4M | Buy |
408,170
+2,548
| +0.6% | +$196K | 16.11% | 1 |
|
|
2019
Q3 | $28.8M | Sell |
405,622
-2,687
| -0.7% | -$191K | 15.86% | 1 |
|
|
2019
Q2 | $28.7M | Buy |
408,309
+5,043
| +1% | +$354K | 15.74% | 1 |
|
|
2019
Q1 | $27.3M | Sell |
403,266
-2,393
| -0.6% | -$162K | 15.41% | 1 |
|
|
2018
Q4 | $24.2M | Buy |
405,659
+4,151
| +1% | +$248K | 14.36% | 1 |
|
|
2018
Q3 | $27.9M | Sell |
401,508
-3,607
| -0.9% | -$251K | 16.08% | 1 |
|
|
2018
Q2 | $26.3M | Buy |
405,115
+9,706
| +2% | +$631K | 15.62% | 1 |
|
|
2018
Q1 | $24.9M | Buy |
395,409
+5,896
| +2% | +$372K | 15.12% | 1 |
|
|
2017
Q4 | $24.8M | Buy |
389,513
+4,557
| +1% | +$291K | 15.06% | 1 |
|
|
2017
Q3 | $23.1M | Buy |
384,956
+7,757
| +2% | +$466K | 14.46% | 1 |
|
|
2017
Q2 | $21.8M | Buy |
377,199
+7,452
| +2% | +$431K | 14.35% | 1 |
|
|
2017
Q1 | $20.8M | Buy |
369,747
+15,737
| +4% | +$886K | 14.37% | 1 |
|
|
2016
Q4 | $18.9M | Sell |
354,010
-3,688
| -1% | -$196K | 13.15% | 1 |
|
|
2016
Q3 | $18.5M | Buy |
357,698
+4,503
| +1% | +$232K | 12.77% | 1 |
|
|
2016
Q2 | $17.6M | Buy |
353,195
+1,391
| +0.4% | +$69.2K | 12.56% | 1 |
|
|
2016
Q1 | $17.2M | Sell |
351,804
-20,035
| -5% | -$979K | 12.03% | 1 |
|
|
2015
Q4 | $18.1M | Buy |
371,839
+20,128
| +6% | +$978K | 12.48% | 1 |
|
|
2015
Q3 | $16.1M | Buy |
351,711
+67,154
| +24% | +$3.07M | 11.99% | 1 |
|
|
2015
Q2 | $14M | Buy |
284,557
+80,203
| +39% | +$3.95M | 10.44% | 1 |
|
|
2015
Q1 | $10.1M | Buy |
204,354
+167,197
| +450% | +$8.29M | 7.58% | 1 |
|
|
2014
Q4 | $1.82M | Buy |
37,157
+2,249
| +6% | +$110K | 1.51% | 30 |
|
|
2014
Q3 | $1.64M | Buy |
34,908
+1,411
| +4% | +$66.3K | 1.28% | 33 |
|
|
2014
Q2 | $1.57M | Buy |
33,497
+4,377
| +15% | +$205K | 1.15% | 34 |
|
|
2014
Q1 | $1.3M | Buy |
29,120
+5,056
| +21% | +$226K | 1.02% | 34 |
|
|
2013
Q4 | $1.06M | Buy |
24,064
+1,359
| +6% | +$59.9K | 0.9% | 33 |
|
|
2013
Q3 | $913K | Buy |
22,705
+10,840
| +91% | +$436K | 0.75% | 35 |
|
|
2013
Q2 | $453K | Buy |
+11,865
| New | +$453K | 0.41% | 37 |
|