Courage Miller Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $393K | Hold |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $3.52M | Sell |
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|
2021
Q3 | $3.66M | Buy |
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|
2021
Q2 | $3.36M | Sell |
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|
2021
Q1 | $3.61M | Buy |
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|
2020
Q4 | $3.71M | Buy |
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|
2020
Q3 | $2.49M | Hold |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $2.02M | Sell |
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|
2019
Q3 | $2.04M | Sell |
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|
2019
Q2 | $2.4M | Sell |
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|
2019
Q1 | $8.65M | Buy |
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|
2018
Q4 | $8.39M | Buy |
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|
2018
Q3 | $7.98M | Buy |
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|
2018
Q2 | $7.4M | Buy |
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|
2018
Q1 | $7.19M | Buy |
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|
2017
Q4 | $6.9M | Buy |
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|
2017
Q3 | $6.65M | Buy |
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|
2017
Q2 | $6.52M | Buy |
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|
2017
Q1 | $6.17M | Buy |
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|
2016
Q4 | $4.87M | Buy |
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|
2016
Q3 | $4.83M | Buy |
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|
2016
Q2 | $4.63M | Sell |
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|
2016
Q1 | $4.73M | Buy |
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|
2015
Q4 | $4.42M | Buy |
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|
2015
Q3 | $4.17M | Sell |
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|
2015
Q2 | $4.15M | Buy |
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|
2015
Q1 | $4.13M | Sell |
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|
2014
Q4 | $4.19M | Buy |
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|
2014
Q3 | $4.01M | Buy |
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|
2014
Q2 | $3.85M | Buy |
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|
2014
Q1 | $3.4M | Buy |
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|
2013
Q4 | $2.44M | Buy |
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|
2013
Q3 | $2.09M | Buy |
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|
2013
Q2 | $708K | Buy |
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