Tortoise Investment Management, LLC Schwab Strategic Tr Long Term Transaction History

Tortoise Investment Management, LLC

  • $895 Million
  • Q4 2024

A detailed history of Tortoise Investment Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 3,155 shares of SCHQ stock, worth $103,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,155
Previous 3,560 11.38%
Holding current value
$103,515
Previous $124,000 20.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 07, 2025
SELL
$31.33 - $35.13 $12,688 - $14,227
-405 Reduced 11.38%
3,155 $99,000
Q3 2024

Nov 13, 2024
BUY
$32.17 - $35.98 $83,642 - $93,547
2,600 Added 270.83%
3,560 $124,000
Q1 2024

May 09, 2024
SELL
$32.9 - $35.0 $47,376 - $50,400
-1,440 Reduced 60.0%
960 $32,000
Q4 2023

Feb 29, 2024
BUY
$29.71 - $35.56 $44,565 - $53,340
1,500 Added 166.67%
2,400 $84,000
Q4 2023

Feb 08, 2024
SELL
$29.71 - $35.56 $16,489 - $19,735
-555 Reduced 38.14%
900 $31,000
Q3 2023

Nov 09, 2023
BUY
$31.58 - $36.29 $45,948 - $52,801
1,455 New
1,455 $46,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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