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 $7.95 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

333,401

Previous 166,200 100.6%

Holding current value

$7.95 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

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