Courage Miller Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 443,164 shares of SCHH stock, worth $9.54 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

443,164

Previous 439,625 0.81%

Holding current value

$9.54 Million

Previous $10.2 Million 8.37%

% of portfolio

3.2%

Previous 3.43%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$20.55 - $23.26 $72,726 - $82,317	3,539 Added 0.81%	443,164 $9.33 Million
Q3 2024 Oct 21, 2024	SELL	$19.78 - $23.53 $258,643 - $307,678	-13,076 Reduced 2.89%	439,625 $10.2 Million
Q2 2024 Jul 25, 2024	SELL	$18.53 - $20.2 $8,931 - $9,736	-482 Reduced 0.11%	452,701 $9.04 Million
Q1 2024 Apr 15, 2024	BUY	$19.39 - $20.93 $250,576 - $270,478	12,923 Added 2.94%	453,183 $9.2 Million
Q4 2023 Jan 19, 2024	BUY	$16.76 - $20.95 $5,095 - $6,368	304 Added 0.07%	440,260 $9.12 Million
Q3 2023 Oct 13, 2023	BUY	$17.52 - $20.27 $677,568 - $783,921	38,674 Added 9.64%	439,956 $7.81 Million
Q2 2023 Jul 20, 2023	BUY	$18.34 - $19.64 $114,184 - $122,278	6,226 Added 1.58%	401,282 $7.84 Million
Q1 2023 Apr 21, 2023	BUY	$18.01 - $21.78 $188,726 - $228,232	10,479 Added 2.72%	395,056 $7.7 Million
Q4 2022 Jan 27, 2023	BUY	$17.68 - $20.46 $267,021 - $309,007	15,103 Added 4.09%	384,577 $7.42 Million
Q3 2022 Oct 18, 2022	SELL	$18.45 - $23.6 $57,397 - $73,419	-3,111 Reduced 0.83%	369,474 $6.91 Million
Q2 2022 Jul 18, 2022	BUY	$20.18 - $25.97 $34,205 - $44,019	1,695 Added 0.46%	372,585 $7.86 Million
Q1 2022 May 06, 2022	BUY	$22.75 - $26.16 $4.26 Million - $4.89 Million	187,054 Added 101.75%	370,890 $9.23 Million
Q4 2021 Jan 19, 2022	BUY	$22.99 - $26.35 $34,806 - $39,893	1,514 Added 0.83%	183,836 $9.69 Million
Q3 2021 Nov 05, 2021	SELL	$22.84 - $24.92 $78,569 - $85,724	-3,440 Reduced 1.85%	182,322 $8.33 Million
Q2 2021 Jul 28, 2021	BUY	$20.92 - $23.68 $36,128 - $40,895	1,727 Added 0.94%	185,762 $8.51 Million
Q1 2021 Apr 26, 2021	BUY	$18.25 - $20.79 $198,140 - $225,717	10,857 Added 6.27%	184,035 $7.56 Million
Q4 2020 Jan 28, 2021	BUY	$17.04 - $19.33 $493,393 - $559,700	28,955 Added 20.08%	173,178 $6.58 Million
Q3 2020 Oct 27, 2020	BUY	$16.99 - $18.73 $16 - $18	1 Added 0.0%	144,223 $5.08 Million
Q2 2020 Jul 23, 2020	BUY	$14.77 - $20.35 $79,595 - $109,666	5,389 Added 3.88%	144,222 $5.08 Million
Q1 2020 Apr 14, 2020	BUY	$13.54 - $24.27 $84,110 - $150,765	6,212 Added 4.68%	138,833 $4.55 Million
Q4 2019 Jan 15, 2020	BUY	$22.24 - $24.07 $43,990 - $47,610	1,978 Added 1.51%	132,621 $6.1 Million
Q3 2019 Oct 21, 2019	SELL	$23.18 - $23.61 $21,881 - $22,287	-944 Reduced 0.72%	130,643 $6.16 Million
Q2 2019 Jul 30, 2019	BUY	N/A	936 Added 0.72%	131,587 $5.85 Million
Q1 2019 May 01, 2019	SELL	N/A	-1,847 Reduced 1.39%	130,651 $5.8 Million
Q4 2018 Jan 25, 2019	BUY	N/A	1,220 Added 0.93%	132,498 $5.1 Million
Q3 2018 Nov 06, 2018	BUY	N/A	824 Added 0.63%	131,278 $5.48 Million
Q2 2018 Jul 30, 2018	BUY	N/A	1,100 Added 0.85%	130,454 $5.45 Million
Q1 2018 Apr 27, 2018	BUY	N/A	18,040 Added 16.21%	129,354 $4.95 Million
Q4 2017 Jan 19, 2018	BUY	N/A	6,512 Added 6.21%	111,314 $4.63 Million
Q3 2017 Oct 24, 2017	BUY	N/A	104,802	104,802 $4.31 Million

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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 U.S. Reit ETF Transaction History