Tortoise Investment Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 2024
A detailed history of Tortoise Investment Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 516,416 shares of SCHH stock, worth $11.4 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
516,416
Previous 518,357
0.37%
Holding current value
$11.4 Million
Previous $12 Million
9.45%
% of portfolio
1.22%
Previous 1.33%
Shares
25 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio