Tortoise Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Tortoise Investment Management, LLC

  • $895 Million
  • Q4 2024

A detailed history of Tortoise Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 6,882 shares of SCHD stock, worth $175,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,882
Previous 2,362 191.36%
Holding current value
$175,078
Previous $199,000 5.53%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $121,723 - $383,974
4,520 Added 191.36%
6,882 $188,000
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $454 - $480
6 Added 0.25%
2,362 $183,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $122,206 - $130,943
1,624 Added 221.86%
2,356 $189,000
Q4 2023

Feb 29, 2024
SELL
$66.9 - $76.32 $156,679 - $178,741
-2,342 Reduced 76.19%
732 $55,000
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $156,679 - $178,741
2,342 Added 319.95%
3,074 $234,000
Q3 2023

Nov 09, 2023
SELL
$70.63 - $75.66 $16,033 - $17,174
-227 Reduced 23.67%
732 $51,000
Q2 2022

Aug 03, 2022
BUY
$70.31 - $80.24 $351 - $401
5 Added 0.52%
959 $69,000
Q2 2021

Jul 30, 2021
BUY
$73.32 - $77.65 $16,643 - $17,626
227 Added 31.22%
954 $72,000
Q1 2021

May 05, 2021
BUY
$63.23 - $73.67 $40,340 - $47,001
638 Added 716.85%
727 $53,000
Q3 2020

Nov 04, 2020
BUY
$50.37 - $58.54 $2,971 - $3,453
59 Added 196.67%
89 $5,000
Q3 2017

Nov 15, 2017
BUY
N/A
30
30 $1,000

Others Institutions Holding SCHD

# of Institutions
1,965
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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