CMP
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Courage Miller Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Courage Miller Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$381K Hold
16,460
– – 0.1% 72
2026
Q1 		$382K Hold
16,460
– – 0.11% 71
2025
Q4 		$385K Sell
16,460
-58
-0.4% -$1.36K 0.12% 62
2025
Q3 		$388K Buy
16,518
+52
+0.3% +$1.21K 0.12% 61
2025
Q2 		$383K Hold
16,466
– – 0.12% 62
2025
Q1 		$381K Hold
16,466
– – 0.13% 64
2024
Q4 		$374K Sell
16,466
-58
-0.4% -$1.34K 0.13% 65
2024
Q3 		$393K Hold
16,524
– – 0.13% 63
2024
Q2 		$377K Sell
16,524
-330
-2% -$7.48K 0.14% 64
2024
Q1 		$388K Hold
16,854
– – 0.13% 65
2023
Q4 		$393K Hold
16,854
– – 0.15% 62
2023
Q3 		$373K Sell
16,854
-130,068
-89% -$2.95M 0.15% 62
2023
Q2 		$3.39M Buy
146,922
+2
+0% +$47 1.41% 18
2023
Q1 		$3.45M Buy
146,920
+11,160
+8% +$260K 1.46% 18
2022
Q4 		$3.1M Buy
135,760
+7,266
+6% +$165K 1.43% 18
2022
Q3 		$2.91M Buy
128,494
+628
+0.5% +$15K 1.47% 17
2022
Q2 		$3.06M Buy
127,866
+438
+0.3% +$10.6K 1.45% 17
2022
Q1 		$3.22M Sell
127,428
-3,012
-2% -$78.2K 1.28% 17
2021
Q4 		$3.52M Sell
130,440
-4,360
-3% -$118K 1.33% 18
2021
Q3 		$3.66M Buy
134,800
+11,720
+10% +$321K 1.47% 19
2021
Q2 		$3.36M Sell
123,080
-10,634
-8% -$289K 1.37% 19
2021
Q1 		$3.61M Buy
133,714
+1,208
+0.9% +$33.2K 1.57% 19
2020
Q4 		$3.71M Buy
132,506
+44,068
+50% +$1.23M 1.71% 17
2020
Q3 		$2.49M Hold
88,438
– – 1.34% 21
2020
Q2 		$2.49M Buy
88,438
+5,554
+7% +$155K 1.34% 21
2020
Q1 		$2.25M Buy
82,884
+7,218
+10% +$195K 1.38% 20
2019
Q4 		$2.02M Sell
75,666
-168
-0.2% -$4.5K 1.04% 24
2019
Q3 		$2.04M Sell
75,834
-14,810
-16% -$396K 1.13% 24
2019
Q2 		$2.4M Sell
90,644
-242,694
-73% -$6.31M 1.32% 21
2019
Q1 		$8.65M Buy
333,338
+1,724
+0.5% +$44K 4.89% 3
2018
Q4 		$8.39M Buy
331,614
+14,048
+4% +$351K 4.97% 4
2018
Q3 		$7.98M Buy
317,566
+25,442
+9% +$643K 4.59% 3
2018
Q2 		$7.4M Buy
292,124
+10,144
+4% +$256K 4.39% 3
2018
Q1 		$7.19M Buy
281,980
+16,618
+6% +$425K 4.36% 3
2017
Q4 		$6.9M Buy
265,362
+11,216
+4% +$293K 4.19% 3
2017
Q3 		$6.65M Buy
254,146
+4,724
+2% +$124K 4.16% 3
2017
Q2 		$6.52M Buy
249,422
+10,964
+5% +$286K 4.29% 3
2017
Q1 		$6.17M Buy
238,458
+49,252
+26% +$1.27M 4.27% 3
2016
Q4 		$4.87M Buy
189,206
+9,188
+5% +$240K 3.4% 5
2016
Q3 		$4.83M Buy
180,018
+7,768
+5% +$208K 3.34% 6
2016
Q2 		$4.63M Sell
172,250
-6,908
-4% -$183K 3.31% 6
2016
Q1 		$4.73M Buy
179,158
+7,504
+4% +$196K 3.31% 5
2015
Q4 		$4.42M Buy
171,654
+11,822
+7% +$306K 3.05% 7
2015
Q3 		$4.17M Sell
159,832
-470
-0.3% -$12.2K 3.11% 8
2015
Q2 		$4.15M Buy
160,302
+4,146
+3% +$108K 3.08% 8
2015
Q1 		$4.13M Sell
156,156
-4,020
-3% -$106K 3.09% 8
2014
Q4 		$4.19M Buy
160,176
+5,138
+3% +$134K 3.47% 7
2014
Q3 		$4.01M Buy
155,038
+6,654
+4% +$172K 3.12% 12
2014
Q2 		$3.85M Buy
148,384
+15,578
+12% +$401K 2.82% 12
2014
Q1 		$3.4M Buy
132,806
+35,680
+37% +$909K 2.67% 14
2013
Q4 		$2.44M Buy
97,126
+14,884
+18% +$378K 2.07% 18
2013
Q3 		$2.09M Buy
82,242
+54,216
+193% +$1.37M 1.72% 25
2013
Q2 		$708K Buy
+28,026
New +$727K 0.64% 33

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

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

Courage Miller Partners held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 16,460 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #72.

Courage Miller Partners first reported a position in SCHZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.65M in Q1 2019. 330 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Courage Miller Partners held 16,460 shares of Schwab US Aggregate Bond ETF worth $381K as of Q2 2026.
  • Courage Miller Partners left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.1% of Courage Miller Partners's portfolio in Q2 2026, its #72 holding.
  • Courage Miller Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Courage Miller Partners's Schwab US Aggregate Bond ETF position peaked at $8.65M in Q1 2019.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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