Courage Miller Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Courage Miller Partners, LLC holds 333,401 shares of SCHA stock, worth $7.91 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

333,401

Previous 166,200 100.6%

Holding current value

$7.91 Million

Previous $8.56 Million 0.72%

% of portfolio

2.96%

Previous 2.88%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $4.24 Million - $8.55 Million	167,201 Added 100.6%	333,401 $8.62 Million
Q3 2024 Oct 21, 2024	BUY	$46.9 - $51.96 $36,347 - $40,269	775 Added 0.47%	166,200 $8.56 Million
Q2 2024 Jul 25, 2024	SELL	$45.24 - $49.04 $18,005 - $19,517	-398 Reduced 0.24%	165,425 $7.85 Million
Q1 2024 Apr 15, 2024	BUY	$44.84 - $49.24 $188,058 - $206,512	4,194 Added 2.59%	165,823 $8.17 Million
Q4 2023 Jan 19, 2024	BUY	$38.13 - $48.02 $166,056 - $209,127	4,355 Added 2.77%	161,629 $7.64 Million
Q3 2023 Oct 13, 2023	BUY	$40.85 - $46.1 $336,113 - $379,310	8,228 Added 5.52%	157,274 $6.51 Million
Q2 2023 Jul 20, 2023	BUY	$39.91 - $43.82 $66,809 - $73,354	1,674 Added 1.14%	149,046 $6.53 Million
Q1 2023 Apr 21, 2023	BUY	$39.82 - $46.36 $109,066 - $126,980	2,739 Added 1.89%	147,372 $6.18 Million
Q4 2022 Jan 27, 2023	BUY	$38.25 - $43.54 $221,964 - $252,662	5,803 Added 4.18%	144,633 $5.86 Million
Q3 2022 Oct 18, 2022	SELL	$37.65 - $45.9 $4,819 - $5,875	-128 Reduced 0.09%	138,830 $5.25 Million
Q2 2022 Jul 18, 2022	BUY	$37.88 - $48.01 $29,660 - $37,591	783 Added 0.57%	138,958 $5.42 Million
Q1 2022 May 06, 2022	BUY	$44.42 - $51.73 $3.14 Million - $3.66 Million	70,792 Added 105.06%	138,175 $6.54 Million
Q4 2021 Jan 19, 2022	BUY	$48.64 - $55.07 $45,624 - $51,655	938 Added 1.41%	67,383 $6.9 Million
Q3 2021 Nov 05, 2021	BUY	$48.3 - $52.49 $32,795 - $35,640	679 Added 1.03%	66,445 $6.65 Million
Q2 2021 Jul 28, 2021	BUY	$48.39 - $52.91 $29,372 - $32,116	607 Added 0.93%	65,766 $6.85 Million
Q1 2021 Apr 26, 2021	BUY	$43.89 - $52.63 $1,623 - $1,947	37 Added 0.06%	65,159 $6.49 Million
Q4 2020 Jan 28, 2021	SELL	$34.66 - $45.17 $47,726 - $62,199	-1,377 Reduced 2.07%	65,122 $5.8 Million
Q2 2020 Jul 23, 2020	BUY	$23.59 - $35.22 $11,252 - $16,799	477 Added 0.72%	66,499 $4.35 Million
Q1 2020 Apr 14, 2020	BUY	$22.29 - $38.7 $110,848 - $192,455	4,973 Added 8.15%	66,022 $3.4 Million
Q4 2019 Jan 15, 2020	BUY	$33.63 - $38.03 $47,720 - $53,964	1,419 Added 2.38%	61,049 $4.62 Million
Q3 2019 Oct 21, 2019	BUY	$34.78 - $36.12 $15,998 - $16,615	460 Added 0.78%	59,630 $4.16 Million
Q2 2019 Jul 30, 2019	BUY	N/A	1,441 Added 2.5%	59,170 $4.23 Million
Q1 2019 May 01, 2019	SELL	N/A	-43 Reduced 0.07%	57,729 $4.04 Million
Q4 2018 Jan 25, 2019	BUY	N/A	4,033 Added 7.5%	57,772 $3.51 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-106 Reduced 0.2%	53,739 $4.09 Million
Q2 2018 Jul 30, 2018	BUY	N/A	716 Added 1.35%	53,845 $3.96 Million
Q1 2018 Apr 27, 2018	BUY	N/A	2,150 Added 4.22%	53,129 $3.67 Million
Q4 2017 Jan 19, 2018	BUY	N/A	1,726 Added 3.5%	50,979 $3.56 Million
Q3 2017 Oct 24, 2017	BUY	N/A	49,253	49,253 $3.32 Million

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Account

Courage Miller Partners, LLC Schwab Strategic Tr Us Small C Transaction History