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

Tortoise Investment Management, LLC

$1.04 Billion
Q3 2025

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 4,440 shares of SCHQ stock, worth $142,790. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,440

Previous 3,805 16.69%

Holding current value

$142,790

Previous $121,000 18.18%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$30.81 - $32.63 $19,564 - $20,720	635 Added 16.69%	4,440 $143,000
Q2 2025 Aug 08, 2025	SELL	$30.46 - $33.4 $21,778 - $23,881	-715 Reduced 15.82%	3,805 $121,000
Q1 2025 May 14, 2025	BUY	$30.72 - $33.22 $41,932 - $45,345	1,365 Added 43.26%	4,520 $148,000
Q4 2024 Aug 07, 2025	SELL	$31.33 - $35.13 $12,688 - $14,227	-405 Reduced 11.38%	3,155 $99,000
Q4 2024 Feb 07, 2025	SELL	$31.33 - $35.13 $12,688 - $14,227	-405 Reduced 11.38%	3,155 $99,000

Q3 2024 Aug 07, 2025	BUY	$32.17 - $35.98 $83,642 - $93,547	2,600 Added 270.83%	3,560 $124,000
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 Aug 07, 2025	SELL	$32.9 - $35.0 $47,376 - $50,400	-1,440 Reduced 60.0%	960 $32,000
Q1 2024 May 09, 2024	SELL	$32.9 - $35.0 $47,376 - $50,400	-1,440 Reduced 60.0%	960 $32,000
Q4 2023 Aug 07, 2025	SELL	$29.71 - $35.56 $62,985 - $75,387	-2,120 Reduced 46.9%	2,400 $84,000
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 Aug 07, 2025	SELL	$31.58 - $36.29 $96,792 - $111,228	-3,065 Reduced 67.81%	1,455 $46,000
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

117

Shares Held

14.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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