CMP
Courage Miller Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
16,466
| – | – | 0.12% | 62 |
|
|
2025
Q1 | $381K | Hold |
16,466
| – | – | 0.13% | 64 |
|
|
2024
Q4 | $374K | Buy |
16,466
+8,204
| +99% | +$186K | 0.13% | 65 |
|
|
2024
Q3 | $393K | Hold |
8,262
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $377K | Sell |
8,262
-165
| -2% | -$7.52K | 0.14% | 64 |
|
|
2024
Q1 | $388K | Hold |
8,427
| – | – | 0.13% | 65 |
|
|
2023
Q4 | $393K | Hold |
8,427
| – | – | 0.15% | 62 |
|
|
2023
Q3 | $373K | Sell |
8,427
-65,034
| -89% | -$2.88M | 0.15% | 62 |
|
|
2023
Q2 | $3.39M | Buy |
73,461
+1
| +0% | +$46 | 1.41% | 18 |
|
|
2023
Q1 | $3.45M | Buy |
73,460
+5,580
| +8% | +$262K | 1.46% | 18 |
|
|
2022
Q4 | $3.1M | Buy |
67,880
+3,633
| +6% | +$166K | 1.43% | 18 |
|
|
2022
Q3 | $2.91M | Buy |
64,247
+314
| +0.5% | +$14.2K | 1.47% | 17 |
|
|
2022
Q2 | $3.06M | Buy |
63,933
+219
| +0.3% | +$10.5K | 1.45% | 17 |
|
|
2022
Q1 | $3.22M | Sell |
63,714
-1,506
| -2% | -$76.2K | 1.28% | 17 |
|
|
2021
Q4 | $3.52M | Sell |
65,220
-2,180
| -3% | -$117K | 1.33% | 18 |
|
|
2021
Q3 | $3.66M | Buy |
67,400
+5,860
| +10% | +$318K | 1.47% | 19 |
|
|
2021
Q2 | $3.36M | Sell |
61,540
-5,317
| -8% | -$290K | 1.37% | 19 |
|
|
2021
Q1 | $3.61M | Buy |
66,857
+604
| +0.9% | +$32.6K | 1.57% | 19 |
|
|
2020
Q4 | $3.71M | Buy |
66,253
+22,034
| +50% | +$1.23M | 1.71% | 17 |
|
|
2020
Q3 | $2.49M | Hold |
44,219
| – | – | 1.34% | 21 |
|
|
2020
Q2 | $2.49M | Buy |
44,219
+2,777
| +7% | +$156K | 1.34% | 21 |
|
|
2020
Q1 | $2.25M | Buy |
41,442
+3,609
| +10% | +$196K | 1.38% | 20 |
|
|
2019
Q4 | $2.02M | Sell |
37,833
-84
| -0.2% | -$4.49K | 1.04% | 24 |
|
|
2019
Q3 | $2.04M | Sell |
37,917
-7,405
| -16% | -$399K | 1.13% | 24 |
|
|
2019
Q2 | $2.4M | Sell |
45,322
-121,347
| -73% | -$6.43M | 1.32% | 21 |
|
|
2019
Q1 | $8.65M | Buy |
166,669
+862
| +0.5% | +$44.7K | 4.89% | 3 |
|
|
2018
Q4 | $8.39M | Buy |
165,807
+7,024
| +4% | +$355K | 4.97% | 4 |
|
|
2018
Q3 | $7.98M | Buy |
158,783
+12,721
| +9% | +$639K | 4.59% | 3 |
|
|
2018
Q2 | $7.4M | Buy |
146,062
+5,072
| +4% | +$257K | 4.39% | 3 |
|
|
2018
Q1 | $7.19M | Buy |
140,990
+8,309
| +6% | +$424K | 4.36% | 3 |
|
|
2017
Q4 | $6.9M | Buy |
132,681
+5,608
| +4% | +$292K | 4.19% | 3 |
|
|
2017
Q3 | $6.65M | Buy |
127,073
+2,362
| +2% | +$124K | 4.16% | 3 |
|
|
2017
Q2 | $6.52M | Buy |
124,711
+5,482
| +5% | +$286K | 4.29% | 3 |
|
|
2017
Q1 | $6.18M | Buy |
119,229
+24,626
| +26% | +$1.28M | 4.27% | 3 |
|
|
2016
Q4 | $4.87M | Buy |
94,603
+4,594
| +5% | +$237K | 3.4% | 5 |
|
|
2016
Q3 | $4.83M | Buy |
90,009
+3,884
| +5% | +$208K | 3.34% | 6 |
|
|
2016
Q2 | $4.63M | Sell |
86,125
-3,454
| -4% | -$186K | 3.31% | 6 |
|
|
2016
Q1 | $4.73M | Buy |
89,579
+3,752
| +4% | +$198K | 3.31% | 5 |
|
|
2015
Q4 | $4.42M | Buy |
85,827
+5,911
| +7% | +$304K | 3.05% | 7 |
|
|
2015
Q3 | $4.17M | Sell |
79,916
-235
| -0.3% | -$12.3K | 3.11% | 8 |
|
|
2015
Q2 | $4.15M | Buy |
80,151
+2,073
| +3% | +$107K | 3.08% | 8 |
|
|
2015
Q1 | $4.13M | Sell |
78,078
-2,010
| -3% | -$106K | 3.09% | 8 |
|
|
2014
Q4 | $4.19M | Buy |
80,088
+2,569
| +3% | +$135K | 3.47% | 7 |
|
|
2014
Q3 | $4.01M | Buy |
77,519
+3,327
| +4% | +$172K | 3.12% | 12 |
|
|
2014
Q2 | $3.85M | Buy |
74,192
+7,789
| +12% | +$404K | 2.82% | 12 |
|
|
2014
Q1 | $3.4M | Buy |
66,403
+17,840
| +37% | +$912K | 2.67% | 14 |
|
|
2013
Q4 | $2.44M | Buy |
48,563
+7,442
| +18% | +$374K | 2.07% | 18 |
|
|
2013
Q3 | $2.09M | Buy |
41,121
+27,108
| +193% | +$1.38M | 1.72% | 25 |
|
|
2013
Q2 | $708K | Buy |
+14,013
| New | +$708K | 0.64% | 33 |
|