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Schwab Strategic Tr sht tm us tres shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 99k 48.98
2024-06-30 $4.7M 97k 48.13
2024-03-31 $4.6M 96k 48.21
2023-12-31 $4.7M 98k 48.30
2023-09-30 $4.4M 91k 47.89
2023-06-30 $3.1M 64k 48.06
2023-03-31 $2.6M 53k 48.79
2022-12-31 $1.8M 37k 48.24
2022-09-30 $2.6M 54k 48.26
2022-06-30 $6.2M 126k 49.19
2022-03-31 $4.1M 83k 49.54
2021-12-31 $476k 9.4k 50.83
2021-09-30 $477k 9.3k 51.14
2021-06-30 $478k 9.3k 51.25
2021-03-31 $463k 9.0k 51.30
2020-12-31 $571k 11k 51.40
2020-09-30 $615k 12k 51.46
2020-06-30 $800k 16k 51.60
2020-03-31 $1.3M 26k 51.75
2019-12-31 $1.5M 29k 50.47
2019-09-30 $1.6M 31k 50.59
2019-06-30 $1.8M 36k 50.60
2019-03-31 $1.1M 22k 50.19
2018-12-31 $668k 13k 49.91
2018-09-30 $614k 12k 49.59
2018-06-30 $432k 8.7k 49.79
2018-03-31 $353k 7.1k 49.89
2017-12-31 $394k 7.9k 50.03
2017-09-30 $519k 10k 50.42
2017-06-30 $346k 6.9k 50.41

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 sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres