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Schwab Strategic Tr us reit etf shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf 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 us reit etf by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 484k 19.61
2023-09-30 $8.5M 481k 17.75
2023-06-30 $6.4M 329k 19.53
2023-03-31 $731k 38k 19.50
2022-12-31 $522k 27k 19.29
2022-09-30 $367k 20k 18.67
2022-06-30 $423k 20k 21.09
2022-03-31 $491k 20k 24.89
2021-12-31 $587k 11k 52.72
2021-09-30 $436k 9.6k 45.65
2021-06-30 $493k 11k 45.75
2021-03-31 $357k 8.7k 41.06
2020-12-31 $297k 7.8k 37.96
2020-09-30 $145k 4.1k 35.32
2020-06-30 $127k 3.6k 35.23
2020-03-31 $118k 3.6k 32.73
2019-12-31 $14k 305 45.90
2019-09-30 $14k 305 45.90
2019-06-30 $14k 305 45.90
2019-03-31 $16k 370 43.24
2018-12-31 $14k 370 37.84
2018-09-30 $15k 370 40.54
2018-06-30 $92k 2.2k 41.95
2018-03-31 $122k 3.2k 38.21
2017-12-31 $8.0k 180 44.44
2017-09-30 $7.0k 180 38.89
2017-06-30 $7.0k 180 38.89
2017-03-31 $7.0k 180 38.89
2016-12-31 $10k 249 40.16
2016-09-30 $11k 249 44.18
2016-06-30 $11k 249 44.18
2016-03-31 $10k 249 40.16
2015-12-31 $7.0k 180 38.89
2015-09-30 $7.0k 180 38.89
2015-06-30 $7.0k 180 38.89
2015-03-31 $6.0k 140 42.86
2014-12-31 $3.0k 89 33.71
2014-09-30 $3.0k 89 33.71
2014-06-30 $3.0k 89 33.71
2014-03-31 $16k 468 34.19
2013-09-30 $16k 510 31.37
2013-06-30 $16k 504 31.75
2013-03-31 $15k 465 32.26
2012-12-31 $11k 368 29.89

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 us reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
Apollon Wealth Management
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company

View all funds holding Schwab Strategic Tr us reit etf