Schwab Strategic Tr 0 shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 849k | 26.95 |
| 2025-06-30 | $21M | 772k | 26.68 |
| 2025-03-31 | $17M | 642k | 26.89 |
| 2024-12-31 | $12M | 467k | 25.83 |
| 2024-09-30 | $5.0M | 94k | 53.63 |
| 2024-06-30 | $5.0M | 96k | 52.01 |
| 2024-03-31 | $5.1M | 98k | 52.16 |
| 2023-12-31 | $4.8M | 93k | 51.74 |
| 2023-09-30 | $5.6M | 110k | 50.49 |
| 2023-06-30 | $6.9M | 132k | 52.43 |
| 2023-03-31 | $8.1M | 151k | 53.61 |
| 2022-12-31 | $6.0M | 117k | 51.79 |
| 2022-09-30 | $5.8M | 112k | 51.80 |
| 2022-06-30 | $1.1M | 19k | 55.80 |
| 2022-03-31 | $621k | 10k | 60.69 |
| 2021-12-31 | $654k | 10k | 62.90 |
| 2021-09-30 | $671k | 11k | 62.61 |
| 2021-06-30 | $775k | 12k | 62.51 |
| 2021-03-31 | $1.6M | 26k | 61.17 |
| 2020-12-31 | $2.5M | 40k | 62.09 |
| 2020-09-30 | $2.5M | 41k | 61.64 |
| 2020-06-30 | $2.5M | 42k | 60.01 |
| 2020-03-31 | $1.9M | 33k | 57.51 |
| 2019-12-31 | $1.9M | 34k | 56.62 |
| 2019-09-30 | $2.0M | 35k | 56.77 |
| 2019-06-30 | $3.0M | 54k | 56.30 |
| 2019-03-31 | $3.0M | 54k | 55.00 |
| 2018-12-31 | $2.2M | 41k | 53.24 |
| 2018-09-30 | $2.5M | 47k | 53.97 |
| 2018-06-30 | $1.5M | 27k | 54.92 |
| 2018-03-31 | $916k | 17k | 54.88 |
| 2017-12-31 | $118k | 2.1k | 55.40 |
More positions owned by Tortoise Investment Management
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