Schwab Strategic Tr us lrg cap etf shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 220k | 67.85 |
| 2024-06-30 | $14M | 221k | 64.25 |
| 2024-03-31 | $13M | 201k | 62.06 |
| 2023-12-31 | $12M | 199k | 59.00 |
| 2023-09-30 | $9.0M | 177k | 50.60 |
| 2023-06-30 | $9.0M | 172k | 52.37 |
| 2023-03-31 | $8.2M | 169k | 48.37 |
| 2022-12-31 | $7.1M | 158k | 45.15 |
| 2022-09-30 | $6.4M | 151k | 42.35 |
| 2022-06-30 | $6.4M | 142k | 44.66 |
| 2022-03-31 | $7.4M | 138k | 53.85 |
| 2021-12-31 | $7.5M | 66k | 113.82 |
| 2021-09-30 | $6.4M | 62k | 104.03 |
| 2021-06-30 | $6.6M | 64k | 103.96 |
| 2021-03-31 | $6.4M | 66k | 96.04 |
| 2020-12-31 | $5.4M | 59k | 90.96 |
| 2020-09-30 | $4.4M | 55k | 80.63 |
| 2020-06-30 | $4.5M | 61k | 74.09 |
| 2020-03-31 | $3.5M | 57k | 61.26 |
| 2019-12-31 | $3.5M | 46k | 76.81 |
| 2019-09-30 | $3.3M | 47k | 70.93 |
| 2019-06-30 | $3.5M | 49k | 70.18 |
| 2019-03-31 | $3.4M | 50k | 67.60 |
| 2018-12-31 | $3.1M | 52k | 59.71 |
| 2018-09-30 | $2.2M | 31k | 69.55 |
| 2018-06-30 | $1.9M | 30k | 64.99 |
| 2018-03-31 | $1.7M | 27k | 63.08 |
| 2017-12-31 | $1.5M | 24k | 63.78 |
| 2017-09-30 | $1.3M | 22k | 60.03 |
| 2017-06-30 | $1.2M | 21k | 57.77 |
| 2017-03-31 | $1.2M | 22k | 56.28 |
| 2016-12-31 | $1.1M | 22k | 53.28 |
| 2016-09-30 | $1.1M | 22k | 51.63 |
| 2016-06-30 | $1.2M | 24k | 49.75 |
| 2016-03-31 | $1.2M | 24k | 48.84 |
| 2015-12-31 | $1.6M | 34k | 48.57 |
| 2015-09-30 | $1.5M | 32k | 45.75 |
| 2015-06-30 | $1.5M | 30k | 49.29 |
| 2015-03-31 | $1.4M | 28k | 49.57 |
| 2014-12-31 | $1.6M | 33k | 49.05 |
| 2014-09-30 | $1.4M | 30k | 47.00 |
| 2014-06-30 | $1.3M | 28k | 46.82 |
| 2014-03-31 | $1.1M | 25k | 44.73 |
| 2013-12-31 | $285k | 6.5k | 44.12 |
| 2013-09-30 | $32k | 800 | 40.00 |
| 2013-06-30 | $81k | 2.1k | 38.21 |
| 2013-03-31 | $79k | 2.1k | 37.26 |
| 2012-12-31 | $67k | 2.0k | 33.84 |
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