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

Courage Miller Partners, LLC

$297 Million
Q3 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 87,372 shares of SCHV stock, worth $2.25 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

87,372

Previous 88,977 1.8%

Holding current value

$2.25 Million

Previous $6.59 Million 6.54%

% of portfolio

2.37%

Previous 2.38%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

839

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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