Courage Miller Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Courage Miller Partners, LLC holds 417,704 shares of SCHM stock, worth $11 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

417,704

Previous 139,088 200.32%

Holding current value

$11 Million

Previous $11.6 Million 0.16%

% of portfolio

3.97%

Previous 3.89%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $7.67 Million - $23.1 Million	278,616 Added 200.32%	417,704 $11.6 Million
Q3 2024 Oct 21, 2024	BUY	$75.47 - $83.18 $138,411 - $152,552	1,834 Added 1.34%	139,088 $11.6 Million
Q2 2024 Jul 25, 2024	SELL	$75.69 - $81.19 $20,284 - $21,758	-268 Reduced 0.19%	137,254 $10.7 Million
Q1 2024 Apr 15, 2024	BUY	$72.89 - $81.43 $140,021 - $156,427	1,921 Added 1.42%	137,522 $11.2 Million
Q4 2023 Jan 19, 2024	BUY	$63.01 - $75.95 $359,724 - $433,598	5,709 Added 4.4%	135,601 $10.2 Million
Q3 2023 Oct 13, 2023	BUY	$66.75 - $73.98 $1.91 Million - $2.11 Million	28,586 Added 28.22%	129,892 $8.79 Million
Q2 2023 Jul 20, 2023	SELL	$65.29 - $71.03 $71,231 - $77,493	-1,091 Reduced 1.07%	101,306 $7.2 Million
Q1 2023 Apr 21, 2023	SELL	$64.24 - $73.9 $25,439 - $29,264	-396 Reduced 0.39%	102,397 $6.95 Million
Q4 2022 Jan 27, 2023	BUY	$61.05 - $69.94 $102,075 - $116,939	1,672 Added 1.65%	102,793 $6.74 Million
Q3 2022 Oct 18, 2022	SELL	$60.5 - $72.51 $41,503 - $49,741	-686 Reduced 0.67%	101,121 $6.12 Million
Q2 2022 Jul 18, 2022	BUY	$60.91 - $76.4 $44,890 - $56,306	737 Added 0.73%	101,807 $6.39 Million
Q1 2022 May 06, 2022	BUY	$70.66 - $80.89 $60,202 - $68,918	852 Added 0.85%	101,070 $7.67 Million
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $101,777 - $111,659	1,339 Added 1.35%	100,218 $8.06 Million
Q3 2021 Nov 05, 2021	SELL	$74.65 - $80.95 $99,732 - $108,149	-1,336 Reduced 1.33%	98,879 $7.58 Million
Q2 2021 Jul 28, 2021	BUY	$74.64 - $79.12 $3,806 - $4,035	51 Added 0.05%	100,215 $7.84 Million
Q1 2021 Apr 26, 2021	SELL	$67.07 - $76.85 $98,190 - $112,508	-1,464 Reduced 1.44%	100,164 $7.46 Million
Q4 2020 Jan 28, 2021	SELL	$55.93 - $68.45 $157,834 - $193,165	-2,822 Reduced 2.7%	101,628 $6.93 Million
Q3 2020 Oct 27, 2020	BUY	$51.99 - $58.83 $51 - $58	1 Added 0.0%	104,450 $5.5 Million
Q2 2020 Jul 23, 2020	SELL	$39.01 - $57.03 $84,417 - $123,412	-2,164 Reduced 2.03%	104,449 $5.5 Million
Q1 2020 Apr 14, 2020	BUY	$35.83 - $62.24 $285,959 - $496,737	7,981 Added 8.09%	106,613 $4.49 Million
Q4 2019 Jan 15, 2020	BUY	$54.56 - $60.24 $110,047 - $121,504	2,017 Added 2.09%	98,632 $5.93 Million
Q3 2019 Oct 21, 2019	SELL	$56.23 - $57.59 $449 - $460	-8 Reduced 0.01%	96,615 $5.46 Million
Q2 2019 Jul 30, 2019	BUY	N/A	2,032 Added 2.15%	96,623 $5.52 Million
Q1 2019 May 01, 2019	SELL	N/A	-757 Reduced 0.79%	94,591 $5.24 Million
Q4 2018 Jan 25, 2019	BUY	N/A	4,625 Added 5.1%	95,348 $4.57 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-563 Reduced 0.62%	90,723 $5.25 Million
Q2 2018 Jul 30, 2018	BUY	N/A	3,196 Added 3.63%	91,286 $5.01 Million
Q1 2018 Apr 27, 2018	BUY	N/A	4,567 Added 5.47%	88,090 $4.66 Million
Q4 2017 Jan 19, 2018	BUY	N/A	5,444 Added 6.97%	83,523 $4.45 Million
Q3 2017 Oct 24, 2017	BUY	N/A	78,079	78,079 $3.91 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Courage Miller Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History