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

Courage Miller Partners, LLC

  • $284 Million
  • Q1 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 137,522 shares of SCHM stock, worth $10.7 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares
137,522
Previous 135,601 1.42%
Holding current value
$10.7 Million
Previous $10.2 Million 9.64%
% of portfolio
3.94%
Previous 3.87%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.3 - $69.94 $107,509 - $116,939
1,672 Added 1.65%
102,793 $6.74 Million
Q3 2022

Oct 18, 2022
SELL
N/A
-686 Reduced 0.67%
101,121 $6.12 Million
Q2 2022

Jul 18, 2022
BUY
N/A
737 Added 0.73%
101,807 $6.39 Million
Q1 2022

May 06, 2022
BUY
N/A
852 Added 0.85%
101,070 $7.67 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,339 Added 1.35%
100,218 $8.06 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-1,336 Reduced 1.33%
98,879 $7.58 Million
Q2 2021

Jul 28, 2021
BUY
N/A
51 Added 0.05%
100,215 $7.84 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-1,464 Reduced 1.44%
100,164 $7.46 Million
Q4 2020

Jan 28, 2021
SELL
N/A
-2,822 Reduced 2.7%
101,628 $6.93 Million
Q3 2020

Oct 27, 2020
BUY
N/A
1 Added 0.0%
104,450 $5.5 Million
Q2 2020

Jul 23, 2020
SELL
N/A
-2,164 Reduced 2.03%
104,449 $5.5 Million
Q1 2020

Apr 14, 2020
BUY
N/A
7,981 Added 8.09%
106,613 $4.49 Million
Q4 2019

Jan 15, 2020
BUY
N/A
2,017 Added 2.09%
98,632 $5.93 Million
Q3 2019

Oct 21, 2019
SELL
N/A
-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
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
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