Courage Miller Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 16,466 shares of SCHZ stock, worth $380,858. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,466

Previous 8,262 99.3%

Holding current value

$380,858

Previous $392,000 4.85%

% of portfolio

0.13%

Previous 0.13%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.63 - $47.53 $185,656 - $389,936	8,204 Added 99.3%	16,466 $373,000
Q2 2024 Jul 25, 2024	SELL	$44.66 - $45.99 $7,368 - $7,588	-165 Reduced 1.96%	8,262 $376,000
Q3 2023 Oct 13, 2023	SELL	$44.14 - $46.33 $2.87 Million - $3.01 Million	-65,034 Reduced 88.53%	8,427 $372,000
Q2 2023 Jul 20, 2023	BUY	$45.86 - $47.33 $45 - $47	1 Added 0.0%	73,461 $3.39 Million
Q1 2023 Apr 21, 2023	BUY	$45.33 - $47.44 $252,941 - $264,715	5,580 Added 8.22%	73,460 $3.45 Million
Q4 2022 Jan 27, 2023	BUY	$44.04 - $47.03 $159,997 - $170,859	3,633 Added 5.65%	67,880 $3.1 Million
Q3 2022 Oct 18, 2022	BUY	$44.98 - $49.09 $14,123 - $15,414	314 Added 0.49%	64,247 $2.91 Million
Q2 2022 Jul 18, 2022	BUY	$46.62 - $50.36 $10,209 - $11,028	219 Added 0.34%	63,933 $3.06 Million
Q1 2022 May 06, 2022	SELL	$50.05 - $53.52 $75,375 - $80,601	-1,506 Reduced 2.31%	63,714 $3.22 Million
Q4 2021 Jan 19, 2022	SELL	$53.63 - $54.52 $116,913 - $118,853	-2,180 Reduced 3.23%	65,220 $3.52 Million
Q3 2021 Nov 05, 2021	BUY	$54.26 - $55.17 $317,963 - $323,296	5,860 Added 9.52%	67,400 $3.66 Million
Q2 2021 Jul 28, 2021	SELL	$53.9 - $54.6 $286,586 - $290,308	-5,317 Reduced 7.95%	61,540 $3.36 Million
Q1 2021 Apr 26, 2021	BUY	$53.75 - $55.97 $32,465 - $33,805	604 Added 0.91%	66,857 $3.61 Million
Q4 2020 Jan 28, 2021	BUY	$55.56 - $56.23 $1.22 Million - $1.24 Million	22,034 Added 49.83%	66,253 $3.71 Million
Q2 2020 Jul 23, 2020	BUY	$54.35 - $56.24 $150,929 - $156,178	2,777 Added 6.7%	44,219 $2.49 Million
Q1 2020 Apr 14, 2020	BUY	$50.33 - $56.09 $181,640 - $202,428	3,609 Added 9.54%	41,442 $2.25 Million
Q4 2019 Jan 15, 2020	SELL	$53.21 - $54.14 $4,469 - $4,547	-84 Reduced 0.22%	37,833 $2.02 Million
Q3 2019 Oct 21, 2019	SELL	$53.15 - $53.86 $393,575 - $398,833	-7,405 Reduced 16.34%	37,917 $2.04 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-121,347 Reduced 72.81%	45,322 $2.4 Million
Q1 2019 May 01, 2019	BUY	N/A	862 Added 0.52%	166,669 $8.65 Million
Q4 2018 Jan 25, 2019	BUY	N/A	7,024 Added 4.42%	165,807 $8.39 Million
Q3 2018 Nov 06, 2018	BUY	N/A	12,721 Added 8.71%	158,783 $7.98 Million
Q2 2018 Jul 30, 2018	BUY	N/A	5,072 Added 3.6%	146,062 $7.4 Million
Q1 2018 Apr 27, 2018	BUY	N/A	8,309 Added 6.26%	140,990 $7.19 Million
Q4 2017 Jan 19, 2018	BUY	N/A	5,608 Added 4.41%	132,681 $6.9 Million
Q3 2017 Oct 24, 2017	BUY	N/A	127,073	127,073 $6.65 Million

Others Institutions Holding SCHZ

# of Institutions

684

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

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Courage Miller Partners, LLC Schwab Us Aggregate Bond ETF Transaction History