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

Tortoise Investment Management, LLC

$981 Million
Q2 2025

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 6,666 shares of SCHD stock, worth $177,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,666

Previous 6,666 -0.0%

Holding current value

$177,115

Previous $186,000 5.38%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$27.01 - $28.54 $5,834 - $6,164	-216 Reduced 3.14%	6,666 $186,000
Q4 2024 Aug 07, 2025	BUY	$26.93 - $84.95 $121,723 - $383,974	4,520 Added 191.36%	6,882 $188,000
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 07, 2025	BUY	$75.81 - $80.15 $454 - $480	6 Added 0.25%	2,362 $183,000
Q2 2024 Aug 01, 2024	BUY	$75.81 - $80.15 $454 - $480	6 Added 0.25%	2,362 $183,000
Q1 2024 Aug 07, 2025	BUY	$75.25 - $80.63 $122,206 - $130,943	1,624 Added 221.86%	2,356 $189,000
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 Aug 07, 2025	SELL	$66.9 - $76.32 $396,984 - $452,882	-5,934 Reduced 89.02%	732 $55,000
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 Aug 07, 2025	SELL	$70.63 - $75.66 $419,118 - $448,966	-5,934 Reduced 89.02%	732 $51,000
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

2,028

Shares Held

838M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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