Schwab Strategic Tr cmn shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 22k | 80.37 |
| 2024-06-30 | $1.6M | 22k | 74.08 |
| 2024-03-31 | $1.6M | 21k | 75.98 |
| 2023-12-31 | $1.5M | 21k | 70.98 |
| 2023-09-30 | $1.3M | 20k | 64.46 |
| 2023-06-30 | $1.4M | 21k | 67.09 |
| 2023-03-31 | $1.5M | 22k | 65.58 |
| 2022-12-31 | $1.5M | 22k | 66.02 |
| 2022-09-30 | $1.4M | 23k | 58.51 |
| 2022-06-30 | $1.7M | 28k | 62.41 |
| 2022-03-31 | $2.2M | 31k | 71.39 |
| 2021-12-31 | $2.1M | 28k | 73.21 |
| 2021-09-30 | $1.9M | 28k | 67.47 |
| 2021-06-30 | $1.6M | 23k | 68.35 |
| 2021-03-31 | $1.3M | 20k | 65.28 |
| 2020-12-31 | $1.2M | 20k | 59.55 |
| 2020-09-30 | $1.1M | 21k | 52.20 |
| 2020-06-30 | $1.1M | 21k | 50.12 |
| 2020-03-31 | $906k | 21k | 44.25 |
| 2019-12-31 | $702k | 12k | 60.15 |
| 2019-09-30 | $662k | 12k | 56.73 |
| 2019-06-30 | $477k | 8.5k | 56.12 |
| 2019-03-31 | $452k | 8.3k | 54.72 |
| 2018-12-31 | $407k | 8.3k | 49.27 |
| 2018-09-30 | $79k | 1.4k | 56.03 |
| 2018-06-30 | $61k | 1.1k | 53.51 |
| 2018-03-31 | $60k | 1.1k | 52.63 |
| 2017-12-31 | $62k | 1.1k | 54.39 |
More positions owned by Tortoise Investment Management
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