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

Courage Miller Partners, LLC

$314 Million
Q2 2025

A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Courage Miller Partners, LLC holds 304,022 shares of SCHG stock, worth $9.24 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

304,022

Previous 289,550 5.0%

Holding current value

$9.24 Million

Previous $7.25 Million 22.48%

% of portfolio

2.83%

Previous 2.46%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$22.27 - $29.21 $322,291 - $422,727	14,472 Added 5.0%	304,022 $8.88 Million
Q1 2025 Apr 28, 2025	BUY	$24.91 - $29.02 $108,258 - $126,120	4,346 Added 1.52%	289,550 $7.25 Million
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $5.53 Million - $22.5 Million	213,261 Added 296.43%	285,204 $7.95 Million
Q3 2024 Oct 21, 2024	SELL	$92.63 - $105.69 $400,717 - $457,214	-4,326 Reduced 5.67%	71,943 $7.5 Million
Q2 2024 Jul 25, 2024	SELL	$87.04 - $101.61 $61,450 - $71,736	-706 Reduced 0.92%	76,269 $7.69 Million
Q1 2024 Apr 15, 2024	SELL	$80.6 - $93.32 $40,219 - $46,566	-499 Reduced 0.64%	76,975 $7.14 Million
Q4 2023 Jan 19, 2024	SELL	$70.08 - $83.37 $224,956 - $267,617	-3,210 Reduced 3.98%	77,474 $6.43 Million
Q3 2023 Oct 13, 2023	BUY	$71.99 - $78.02 $159,457 - $172,814	2,215 Added 2.82%	80,684 $5.87 Million
Q2 2023 Jul 20, 2023	SELL	$63.6 - $74.95 $588,808 - $693,887	-9,258 Reduced 10.55%	78,469 $5.88 Million
Q1 2023 Apr 21, 2023	BUY	$54.19 - $65.17 $569,916 - $685,392	10,517 Added 13.62%	87,727 $5.72 Million
Q4 2022 Jan 27, 2023	BUY	$54.31 - $60.76 $295,826 - $330,959	5,447 Added 7.59%	77,210 $4.29 Million
Q3 2022 Oct 18, 2022	BUY	$55.81 - $69.25 $103,806 - $128,805	1,860 Added 2.66%	71,763 $4.01 Million
Q2 2022 Jul 18, 2022	BUY	$55.73 - $76.55 $295,703 - $406,174	5,306 Added 8.21%	69,903 $4.05 Million
Q1 2022 May 06, 2022	BUY	$65.63 - $82.62 $2.21 Million - $2.79 Million	33,726 Added 109.25%	64,597 $4.83 Million
Q4 2021 Jan 19, 2022	BUY	$73.11 - $83.4 $148,120 - $168,968	2,026 Added 7.02%	30,871 $5.06 Million
Q3 2021 Nov 05, 2021	SELL	$73.24 - $78.94 $79,978 - $86,202	-1,092 Reduced 3.65%	28,845 $4.27 Million
Q2 2021 Jul 28, 2021	BUY	$65.3 - $73.24 $13,713 - $15,380	210 Added 0.71%	29,937 $4.37 Million
Q1 2021 Apr 26, 2021	SELL	$61.41 - $68.35 $5,281 - $5,878	-86 Reduced 0.29%	29,727 $3.86 Million
Q4 2020 Jan 28, 2021	SELL	$55.95 - $64.38 $340,679 - $392,009	-6,089 Reduced 16.96%	29,813 $3.83 Million
Q3 2020 Oct 27, 2020	BUY	$51.42 - $61.56 $51 - $61	1 Added 0.0%	35,902 $3.65 Million
Q2 2020 Jul 23, 2020	BUY	$37.99 - $51.32 $3,609 - $4,875	95 Added 0.27%	35,901 $3.65 Million
Q1 2020 Apr 14, 2020	SELL	$34.6 - $51.17 $73,144 - $108,173	-2,114 Reduced 5.57%	35,806 $2.85 Million
Q4 2019 Jan 15, 2020	SELL	$40.97 - $46.72 $12,495 - $14,249	-305 Reduced 0.8%	37,920 $3.52 Million
Q3 2019 Oct 21, 2019	SELL	$41.7 - $42.86 $42,992 - $44,188	-1,031 Reduced 2.63%	38,225 $3.21 Million
Q2 2019 Jul 30, 2019	BUY	N/A	183 Added 0.47%	39,256 $3.27 Million
Q1 2019 May 01, 2019	BUY	N/A	81 Added 0.21%	39,073 $3.1 Million
Q4 2018 Jan 25, 2019	BUY	N/A	990 Added 2.61%	38,992 $2.69 Million
Q3 2018 Nov 06, 2018	BUY	N/A	51 Added 0.13%	38,002 $3.12 Million
Q2 2018 Jul 30, 2018	BUY	N/A	558 Added 1.49%	37,951 $2.88 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-924 Reduced 2.41%	37,393 $2.68 Million
Q4 2017 Jan 19, 2018	BUY	N/A	567 Added 1.5%	38,317 $2.71 Million
Q3 2017 Oct 24, 2017	BUY	N/A	37,750	37,750 $2.49 Million

Others Institutions Holding SCHG

# of Institutions

1,589

Shares Held

798M

Call Options Held

298K

Put Options Held

193K

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