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Disclosery

Courage Miller Partners, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Courage Miller Partners, LLC on SCHD, newest first. How the timeline and the estimate are built.

Courage Miller Partners, LLC held 468,296 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,296 shares
    Change vs previous 13F -1,137 shares

    3.92% of the 13F portfolio, value $14,849,660.

    13F-HR 0001482106-26-000004 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 469,433 shares
    Change vs previous 13F -8,857 shares

    4.07% of the 13F portfolio, value $14,402,199.

    13F-HR 0001482106-26-000002 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 478,290 shares
    Change vs previous 13F +7,167 shares

    3.95% of the 13F portfolio, value $13,119,492.

    13F-HR 0001482106-26-000001 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 471,123 shares
    Change vs previous 13F +24,641 shares

    3.85% of the 13F portfolio, value $12,856,191.

    13F-HR 0001482106-25-000002 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 446,482 shares
    Change vs previous 13F +17,934 shares

    3.75% of the 13F portfolio, value $11,831,764.

    13F-HR 0001085146-25-004178 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 428,548 shares
    Change vs previous 13F +8,523 shares

    4.06% of the 13F portfolio, value $11,982,207.

    13F-HR 0001085146-25-002407 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 420,025 shares
    Change vs previous 13F +280,182 shares

    3.93% of the 13F portfolio, value $11,475,088.

    13F-HR 0001085146-25-000299 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,843 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $11,820,929.

    13F-HR 0001085146-24-005035 filed by Courage Miller Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).