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Schwab Strategic Tr us dividend eq shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $190k 2.4k 80.63
2023-12-31 $236k 3.1k 76.87
2023-09-30 $52k 732 70.76
2023-06-30 $70k 959 72.62
2023-03-31 $70k 959 73.16
2022-12-31 $72k 959 75.54
2022-09-30 $64k 959 66.74
2022-06-30 $69k 959 71.95
2022-03-31 $75k 954 78.62
2021-12-31 $77k 954 80.71
2021-09-30 $71k 954 74.42
2021-06-30 $72k 954 75.47
2021-03-31 $53k 727 72.90
2020-12-31 $6.0k 89 67.42
2020-09-30 $5.0k 89 56.18
2020-06-30 $2.0k 30 66.67
2020-03-31 $999 30 33.33
2019-12-31 $2.0k 30 66.67
2019-09-30 $2.0k 30 66.67
2019-06-30 $2.0k 30 66.67
2019-03-31 $2.0k 30 66.67
2018-12-31 $999 30 33.33
2018-09-30 $2.0k 30 66.67
2018-06-30 $999 30 33.33
2018-03-31 $999 30 33.33
2017-12-31 $2.0k 30 66.67
2017-09-30 $999 30 33.33
2017-06-30 $999 30 33.33
2017-03-31 $999 30 33.33
2016-12-31 $999 30 33.33
2016-09-30 $999 30 33.33
2016-06-30 $999 30 33.33
2016-03-31 $999 30 33.33
2015-12-31 $999 30 33.33
2015-09-30 $999 30 33.33
2015-06-30 $999 30 33.33

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)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Nuveen Mun Value Fd 2 (NUW)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Tortoise Investment Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq