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Schwab Strategic Tr intrm trm shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 7.0k 50.60
2024-06-30 $356k 7.3k 48.77
2024-03-31 $634k 13k 49.05
2023-12-31 $677k 14k 49.24
2023-09-30 $513k 11k 47.94
2023-06-30 $741k 15k 49.28
2023-03-31 $876k 17k 50.43
2022-12-31 $562k 11k 49.23
2022-09-30 $964k 20k 49.12
2022-06-30 $2.6M 51k 51.60
2022-03-31 $1.3M 24k 53.26
2021-12-31 $1.6M 28k 56.13
2021-09-30 $1.2M 22k 56.72
2021-06-30 $1.3M 22k 56.89
2021-03-31 $578k 10k 56.43
2020-12-31 $205k 3.5k 58.19
2020-09-30 $207k 3.5k 58.76
2020-06-30 $237k 4.0k 58.77
2020-03-31 $353k 6.0k 58.76
2019-12-31 $513k 9.3k 54.88
2019-09-30 $519k 9.3k 55.52
2019-06-30 $711k 13k 54.98
2019-03-31 $933k 17k 53.80
2018-12-31 $988k 19k 52.92
2018-09-30 $724k 14k 51.79
2018-06-30 $762k 15k 52.34
2018-03-31 $702k 13k 52.56
2017-12-31 $640k 12k 53.31
2017-09-30 $311k 5.8k 53.84
2017-06-30 $163k 3.0k 53.87
2017-03-31 $162k 3.0k 53.54

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 intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm