Tortoise Investment Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 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 509,258 shares of SCHH stock, worth $10.1 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
509,258
Previous 485,005
5.0%
Holding current value
$10.1 Million
Previous $10 Million
2.92%
% of portfolio
1.3%
Previous 1.39%
Shares
22 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$566 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio