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Schwab Strategic Tr us dividend eq shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 dividend eq by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 2.4k 84.53
2024-06-30 $184k 2.4k 77.76
2024-03-31 $190k 2.4k 80.63
2023-12-31 $236k 3.1k 76.87
2023-09-30 $52k 732 70.76
2023-06-30 $70k 959 72.62
2023-03-31 $70k 959 73.16
2022-12-31 $72k 959 75.54
2022-09-30 $64k 959 66.74
2022-06-30 $69k 959 71.95
2022-03-31 $75k 954 78.62
2021-12-31 $77k 954 80.71
2021-09-30 $71k 954 74.42
2021-06-30 $72k 954 75.47
2021-03-31 $53k 727 72.90
2020-12-31 $6.0k 89 67.42
2020-09-30 $5.0k 89 56.18
2020-06-30 $2.0k 30 66.67
2020-03-31 $999 30 33.33
2019-12-31 $2.0k 30 66.67
2019-09-30 $2.0k 30 66.67
2019-06-30 $2.0k 30 66.67
2019-03-31 $2.0k 30 66.67
2018-12-31 $999 30 33.33
2018-09-30 $2.0k 30 66.67
2018-06-30 $999 30 33.33
2018-03-31 $999 30 33.33
2017-12-31 $2.0k 30 66.67
2017-09-30 $999 30 33.33
2017-06-30 $999 30 33.33
2017-03-31 $999 30 33.33
2016-12-31 $999 30 33.33
2016-09-30 $999 30 33.33
2016-06-30 $999 30 33.33
2016-03-31 $999 30 33.33
2015-12-31 $999 30 33.33
2015-09-30 $999 30 33.33
2015-06-30 $999 30 33.33

More positions owned by Tortoise Investment Management

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

View all positions for Tortoise Investment Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq