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 1,810,509 shares of SCHX stock, worth $40.2 Million. This represents 14.4% of its overall portfolio holdings.

Number of Shares

1,810,509

Previous 608,855 197.36%

Holding current value

$40.2 Million

Previous $41.3 Million 1.59%

% of portfolio

14.4%

Previous 13.92%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $26.9 Million - $82 Million	1,201,654 Added 197.36%	1,810,509 $42 Million
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $1.32 Million - $1.47 Million	-21,641 Reduced 3.43%	608,855 $41.3 Million
Q2 2024 Jul 25, 2024	SELL	$58.7 - $64.78 $409,667 - $452,099	-6,979 Reduced 1.09%	630,496 $40.5 Million
Q1 2024 Apr 15, 2024	SELL	$55.41 - $62.08 $390,418 - $437,415	-7,046 Reduced 1.09%	637,475 $39.6 Million
Q4 2023 Jan 19, 2024	SELL	$48.47 - $56.6 $786,813 - $918,787	-16,233 Reduced 2.46%	644,521 $36.4 Million
Q3 2023 Oct 13, 2023	SELL	$50.36 - $54.21 $122,727 - $132,109	-2,437 Reduced 0.37%	660,754 $33.4 Million
Q2 2023 Jul 20, 2023	SELL	$47.67 - $52.37 $1.5 Million - $1.65 Million	-31,538 Reduced 4.54%	663,191 $34.7 Million
Q1 2023 Apr 21, 2023	SELL	$44.78 - $49.41 $1.36 Million - $1.5 Million	-30,309 Reduced 4.18%	694,729 $33.6 Million
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $30,800 - $35,108	729 Added 0.1%	725,038 $32.7 Million
Q3 2022 Oct 18, 2022	SELL	$42.35 - $51.01 $284,507 - $342,685	-6,718 Reduced 0.92%	724,309 $30.7 Million
Q2 2022 Jul 18, 2022	BUY	$43.35 - $54.51 $121,033 - $152,191	2,792 Added 0.38%	731,027 $32.6 Million
Q1 2022 May 06, 2022	BUY	$49.51 - $57.27 $18.1 Million - $20.9 Million	364,677 Added 100.31%	728,235 $39.2 Million
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $128,712 - $142,079	-2,480 Reduced 0.68%	363,558 $41.4 Million
Q3 2021 Nov 05, 2021	SELL	$51.52 - $54.94 $739,724 - $788,828	-14,358 Reduced 3.77%	366,038 $38.1 Million
Q2 2021 Jul 28, 2021	SELL	$48.62 - $52.01 $69,721 - $74,582	-1,434 Reduced 0.38%	380,396 $39.6 Million
Q1 2021 Apr 26, 2021	SELL	$44.9 - $48.34 $314,973 - $339,105	-7,015 Reduced 1.8%	381,830 $36.7 Million
Q4 2020 Jan 28, 2021	SELL	$39.35 - $45.48 $838,942 - $969,633	-21,320 Reduced 5.2%	388,845 $35.4 Million
Q3 2020 Oct 27, 2020	BUY	$37.26 - $43.03 $37 - $43	1 Added 0.0%	410,165 $30.4 Million
Q2 2020 Jul 23, 2020	SELL	$29.25 - $38.76 $200,128 - $265,195	-6,842 Reduced 1.64%	410,164 $30.4 Million
Q1 2020 Apr 14, 2020	BUY	$26.61 - $40.52 $235,125 - $358,034	8,836 Added 2.16%	417,006 $25.5 Million
Q4 2019 Jan 15, 2020	BUY	$34.42 - $38.54 $87,702 - $98,199	2,548 Added 0.63%	408,170 $31.4 Million
Q3 2019 Oct 21, 2019	SELL	$35.28 - $36.01 $94,797 - $96,758	-2,687 Reduced 0.66%	405,622 $28.8 Million
Q2 2019 Jul 30, 2019	BUY	N/A	5,043 Added 1.25%	408,309 $28.7 Million
Q1 2019 May 01, 2019	SELL	N/A	-2,393 Reduced 0.59%	403,266 $27.3 Million
Q4 2018 Jan 25, 2019	BUY	N/A	4,151 Added 1.03%	405,659 $24.2 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-3,607 Reduced 0.89%	401,508 $27.9 Million
Q2 2018 Jul 30, 2018	BUY	N/A	9,706 Added 2.45%	405,115 $26.3 Million
Q1 2018 Apr 27, 2018	BUY	N/A	5,896 Added 1.51%	395,409 $24.9 Million
Q4 2017 Jan 19, 2018	BUY	N/A	4,557 Added 1.18%	389,513 $24.8 Million
Q3 2017 Oct 24, 2017	BUY	N/A	384,956	384,956 $23.1 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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