Courage Miller Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Courage Miller Partners, LLC holds 420,025 shares of SCHD stock, worth $11.7 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares

420,025

Previous 139,843 200.35%

Holding current value

$11.7 Million

Previous $11.8 Million 2.92%

% of portfolio

3.94%

Previous 3.98%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $7.55 Million - $23.8 Million	280,182 Added 200.35%	420,025 $11.5 Million
Q3 2024 Oct 21, 2024	SELL	$77.02 - $85.06 $18,792 - $20,754	-244 Reduced 0.17%	139,843 $11.8 Million
Q2 2024 Jul 25, 2024	SELL	$75.81 - $80.15 $36,464 - $38,552	-481 Reduced 0.34%	140,087 $10.9 Million
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $14,598 - $15,642	-194 Reduced 0.14%	140,568 $11.3 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $76,466 - $87,233	1,143 Added 0.82%	140,762 $10.7 Million
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $491,726 - $526,744	6,962 Added 5.25%	139,619 $9.88 Million
Q2 2023 Jul 20, 2023	BUY	$69.18 - $73.94 $147,837 - $158,009	2,137 Added 1.64%	132,657 $9.63 Million
Q1 2023 Apr 21, 2023	SELL	$70.28 - $78.03 $342,193 - $379,928	-4,869 Reduced 3.6%	130,520 $9.55 Million
Q4 2022 Jan 27, 2023	BUY	$67.16 - $79.06 $123,910 - $145,865	1,845 Added 1.38%	135,389 $10.2 Million
Q3 2022 Oct 18, 2022	SELL	$66.43 - $77.87 $208,656 - $244,589	-3,141 Reduced 2.3%	133,544 $8.87 Million
Q2 2022 Jul 18, 2022	SELL	$70.31 - $80.24 $16,944 - $19,337	-241 Reduced 0.18%	136,685 $9.79 Million
Q1 2022 May 06, 2022	BUY	$75.14 - $81.94 $94,526 - $103,080	1,258 Added 0.93%	136,926 $10.8 Million
Q4 2021 Jan 19, 2022	SELL	$74.93 - $80.86 $2,847 - $3,072	-38 Reduced 0.03%	135,668 $11 Million
Q3 2021 Nov 05, 2021	SELL	$74.23 - $78.13 $189,731 - $199,700	-2,556 Reduced 1.85%	135,706 $10.1 Million
Q2 2021 Jul 28, 2021	BUY	$73.32 - $77.65 $30,354 - $32,147	414 Added 0.3%	138,262 $10.5 Million
Q1 2021 Apr 26, 2021	BUY	$63.23 - $73.67 $59,246 - $69,028	937 Added 0.68%	137,848 $10.1 Million
Q4 2020 Jan 28, 2021	BUY	$54.8 - $65.16 $194,101 - $230,796	3,542 Added 2.66%	136,911 $8.78 Million
Q3 2020 Oct 27, 2020	BUY	$50.37 - $58.54 $50 - $58	1 Added 0.0%	133,369 $6.9 Million
Q2 2020 Jul 23, 2020	BUY	$43.56 - $56.5 $197,893 - $256,679	4,543 Added 3.53%	133,368 $6.9 Million
Q1 2020 Apr 14, 2020	SELL	$39.5 - $59.28 $32,153 - $48,253	-814 Reduced 0.63%	128,825 $5.79 Million
Q4 2019 Jan 15, 2020	BUY	$52.87 - $58.15 $10,996 - $12,095	208 Added 0.16%	129,639 $7.51 Million
Q3 2019 Oct 21, 2019	SELL	$54.39 - $55.76 $125,097 - $128,248	-2,300 Reduced 1.75%	129,431 $7.09 Million
Q2 2019 Jul 30, 2019	BUY	N/A	572 Added 0.44%	131,731 $6.99 Million
Q1 2019 May 01, 2019	SELL	N/A	-605 Reduced 0.46%	131,159 $6.86 Million
Q4 2018 Jan 25, 2019	BUY	N/A	1,548 Added 1.19%	131,764 $6.19 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-716 Reduced 0.55%	130,216 $6.9 Million
Q2 2018 Jul 30, 2018	BUY	N/A	2,855 Added 2.23%	130,932 $6.45 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-695 Reduced 0.54%	128,077 $6.28 Million
Q4 2017 Jan 19, 2018	SELL	N/A	-2,180 Reduced 1.66%	128,772 $6.59 Million
Q3 2017 Oct 24, 2017	BUY	N/A	130,952	130,952 $6.13 Million

Others Institutions Holding SCHD

# of Institutions

1,948

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Courage Miller Partners, LLC Schwab Strategic Tr Us Dividen Transaction History