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Schwab Strategic Tr schwb fdt int sc shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 345 33.97
2023-09-30 $11k 345 32.14
2023-06-30 $12k 345 33.19
2023-03-31 $11k 345 33.13
2022-12-31 $11k 345 31.26
2022-09-30 $11k 398 27.64
2022-06-30 $12k 398 30.15
2022-03-31 $14k 398 35.18
2021-12-31 $15k 398 37.69
2021-09-30 $13k 345 37.68
2021-06-30 $14k 345 40.58
2021-03-31 $13k 345 37.68
2020-12-31 $12k 345 34.78
2020-09-30 $10k 345 28.99
2020-06-30 $10k 345 28.99
2020-03-31 $8.0k 345 23.19
2019-12-31 $11k 345 31.88
2019-09-30 $11k 345 31.88
2019-06-30 $11k 345 31.88
2019-03-31 $11k 345 31.88
2018-12-31 $10k 345 28.99
2018-09-30 $15k 441 34.01
2018-06-30 $15k 441 34.01
2018-03-31 $12k 345 34.78
2017-12-31 $12k 345 34.78
2017-09-30 $12k 345 34.78
2017-06-30 $11k 345 31.88
2017-03-31 $11k 345 31.88
2016-12-31 $10k 345 28.99
2016-09-30 $10k 345 28.99
2016-06-30 $9.0k 345 26.09

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Advisory
Jane Street
Victory Capital Management
Citadel Advisors
GHP Investment Advisors
Clarius
Mercer Global Advisors
Lincoln National
United Capital Financial Advisers
Prairiewood Capital
Geneos Wealth Management
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Cherry Tree Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc