Courage Miller Partners, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Courage Miller Partners, LLC holds 261,064 shares of SCHV stock, worth $7.11 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
261,064
Previous 87,372 198.8%
Holding current value
$7.11 Million
Previous $7.02 Million 3.09%
% of portfolio
2.34%
Previous 2.37%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.79 - $80.4 $4.48 Million - $14 Million
173,692 Added 198.8%
261,064 $6.81 Million
Q3 2024

Oct 21, 2024
SELL
$73.43 - $80.37 $117,855 - $128,993
-1,605 Reduced 1.8%
87,372 $7.02 Million
Q1 2024

Apr 15, 2024
SELL
$68.82 - $75.98 $16,310 - $18,007
-237 Reduced 0.27%
88,977 $6.76 Million
Q4 2023

Jan 19, 2024
BUY
$61.16 - $70.24 $66,909 - $76,842
1,094 Added 1.24%
89,214 $6.25 Million
Q3 2023

Oct 13, 2023
BUY
$64.45 - $69.39 $374,776 - $403,502
5,815 Added 7.07%
88,120 $5.68 Million
Q2 2023

Jul 20, 2023
BUY
$63.33 - $67.21 $4,939 - $5,242
78 Added 0.09%
82,305 $5.52 Million
Q1 2023

Apr 21, 2023
BUY
$62.59 - $69.3 $474,244 - $525,086
7,577 Added 10.15%
82,227 $5.39 Million
Q4 2022

Jan 27, 2023
BUY
$59.13 - $69.24 $179,755 - $210,489
3,040 Added 4.25%
74,650 $4.93 Million
Q3 2022

Oct 18, 2022
BUY
$58.51 - $69.02 $103,562 - $122,165
1,770 Added 2.53%
71,610 $4.19 Million
Q2 2022

Jul 18, 2022
BUY
$60.93 - $72.3 $138,859 - $164,771
2,279 Added 3.37%
69,840 $4.36 Million
Q1 2022

May 06, 2022
BUY
$67.71 - $74.19 $126,685 - $138,809
1,871 Added 2.85%
67,561 $4.82 Million
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $246,205 - $265,785
3,626 Added 5.84%
65,690 $4.81 Million
Q3 2021

Nov 05, 2021
BUY
$66.91 - $71.05 $42,420 - $45,045
634 Added 1.03%
62,064 $4.19 Million
Q2 2021

Jul 28, 2021
BUY
$65.81 - $69.75 $30,140 - $31,945
458 Added 0.75%
61,430 $4.2 Million
Q1 2021

Apr 26, 2021
BUY
$58.71 - $65.66 $9,687 - $10,833
165 Added 0.27%
60,972 $3.98 Million
Q4 2020

Jan 28, 2021
SELL
$50.83 - $59.53 $69,230 - $81,079
-1,362 Reduced 2.19%
60,807 $3.62 Million
Q3 2020

Oct 27, 2020
BUY
$49.44 - $54.86 $49 - $54
1 Added 0.0%
62,169 $3.12 Million
Q2 2020

Jul 23, 2020
BUY
$42.21 - $55.29 $85,010 - $111,354
2,014 Added 3.35%
62,168 $3.12 Million
Q1 2020

Apr 14, 2020
BUY
$38.4 - $61.03 $45,004 - $71,527
1,172 Added 1.99%
60,154 $2.66 Million
Q4 2019

Jan 15, 2020
SELL
$54.73 - $60.25 $14,777 - $16,267
-270 Reduced 0.46%
58,982 $3.55 Million
Q3 2019

Oct 21, 2019
SELL
$56.56 - $57.5 $36,254 - $36,857
-641 Reduced 1.07%
59,252 $3.36 Million
Q2 2019

Jul 30, 2019
BUY
N/A
536 Added 0.9%
59,893 $3.36 Million
Q1 2019

May 01, 2019
BUY
N/A
279 Added 0.47%
59,357 $3.25 Million
Q4 2018

Jan 25, 2019
BUY
N/A
1,711 Added 2.98%
59,078 $2.91 Million
Q3 2018

Nov 06, 2018
BUY
N/A
112 Added 0.2%
57,367 $3.22 Million
Q2 2018

Jul 30, 2018
BUY
N/A
1,947 Added 3.52%
57,255 $3.04 Million
Q1 2018

Apr 27, 2018
SELL
N/A
-334 Reduced 0.6%
55,308 $2.92 Million
Q4 2017

Jan 19, 2018
BUY
N/A
1,997 Added 3.72%
55,642 $3.04 Million
Q3 2017

Oct 24, 2017
BUY
N/A
53,645
53,645 $2.78 Million

Others Institutions Holding SCHV

# of Institutions
849
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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