Courage Miller Partners, LLC Schwab Short Term Us Treasury Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Courage Miller Partners, LLC holds 753,619 shares of SCHO stock, worth $18.3 Million. This represents 6.22% of its overall portfolio holdings.

Number of Shares

753,619

Previous 363,279 107.45%

Holding current value

$18.3 Million

Previous $17.8 Million 1.91%

% of portfolio

6.22%

Previous 6.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $9.39 Million - $19.1 Million	390,340 Added 107.45%	753,619 $18.1 Million
Q3 2024 Oct 21, 2024	BUY	$47.93 - $49.06 $821,328 - $840,692	17,136 Added 4.95%	363,279 $17.8 Million
Q2 2024 Jul 25, 2024	SELL	$47.75 - $48.13 $84,135 - $84,805	-1,762 Reduced 0.51%	346,143 $16.7 Million
Q1 2024 Apr 15, 2024	BUY	$48.05 - $48.63 $190,662 - $192,963	3,968 Added 1.15%	347,905 $16.8 Million
Q4 2023 Jan 19, 2024	SELL	$47.66 - $48.45 $786,151 - $799,182	-16,495 Reduced 4.58%	343,937 $16.7 Million
Q3 2023 Oct 13, 2023	BUY	$47.78 - $48.2 $872,558 - $880,228	18,262 Added 5.34%	360,432 $17.3 Million
Q2 2023 Jul 20, 2023	BUY	$48.06 - $48.89 $24,510 - $24,933	510 Added 0.15%	342,170 $16.4 Million
Q1 2023 Apr 21, 2023	BUY	$47.8 - $49.0 $415,047 - $425,467	8,683 Added 2.61%	341,660 $16.7 Million
Q4 2022 Jan 27, 2023	SELL	$47.89 - $48.47 $4.18 Million - $4.23 Million	-87,372 Reduced 20.79%	332,977 $16.1 Million
Q3 2022 Oct 18, 2022	SELL	$48.15 - $49.37 $199,822 - $204,885	-4,150 Reduced 0.98%	420,349 $20.3 Million
Q2 2022 Jul 18, 2022	SELL	$48.73 - $49.59 $74,605 - $75,922	-1,531 Reduced 0.36%	424,499 $20.9 Million
Q1 2022 May 06, 2022	BUY	$49.47 - $50.82 $2.34 Million - $2.4 Million	47,270 Added 12.48%	426,030 $21.1 Million
Q4 2021 Jan 19, 2022	BUY	$50.83 - $51.21 $1.93 Million - $1.94 Million	37,967 Added 11.14%	378,760 $19.3 Million
Q3 2021 Nov 05, 2021	BUY	$51.18 - $51.3 $3.25 Million - $3.26 Million	63,531 Added 22.91%	340,793 $17.4 Million
Q2 2021 Jul 28, 2021	BUY	$51.19 - $51.33 $731,607 - $733,608	14,292 Added 5.43%	277,262 $14.2 Million
Q1 2021 Apr 26, 2021	BUY	$51.27 - $51.41 $428,565 - $429,736	8,359 Added 3.28%	262,970 $13.5 Million
Q4 2020 Jan 28, 2021	BUY	$51.37 - $51.48 $663,905 - $665,327	12,924 Added 5.35%	254,611 $13.1 Million
Q3 2020 Oct 27, 2020	BUY	$51.49 - $51.63 $51 - $51	1 Added 0.0%	241,687 $12.5 Million
Q2 2020 Jul 23, 2020	SELL	$51.53 - $51.71 $190,609 - $191,275	-3,699 Reduced 1.51%	241,686 $12.5 Million
Q1 2020 Apr 14, 2020	BUY	$50.48 - $51.73 $536,854 - $550,148	10,635 Added 4.53%	245,385 $12.7 Million
Q4 2019 Jan 15, 2020	BUY	$50.38 - $50.71 $388,983 - $391,531	7,721 Added 3.4%	234,750 $11.9 Million
Q3 2019 Oct 21, 2019	BUY	$50.39 - $50.59 $313,375 - $314,619	6,219 Added 2.82%	227,029 $11.5 Million
Q2 2019 Jul 30, 2019	BUY	N/A	135,836 Added 159.86%	220,810 $11.2 Million
Q1 2019 May 01, 2019	SELL	N/A	-219 Reduced 0.26%	84,974 $4.26 Million
Q4 2018 Jan 25, 2019	BUY	N/A	213 Added 0.25%	85,193 $4.25 Million
Q3 2018 Nov 06, 2018	BUY	N/A	244 Added 0.29%	84,980 $4.21 Million
Q2 2018 Jul 30, 2018	SELL	N/A	-456 Reduced 0.54%	84,736 $4.21 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-414 Reduced 0.48%	85,192 $4.25 Million
Q4 2017 Jan 19, 2018	BUY	N/A	153 Added 0.18%	85,606 $4.28 Million
Q3 2017 Oct 24, 2017	BUY	N/A	85,453	85,453 $4.31 Million

Others Institutions Holding SCHO

# of Institutions

676

Shares Held

350M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

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Courage Miller Partners, LLC Schwab Short Term Us Treasury Transaction History