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

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 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 3,805 shares of SCHQ stock, worth $125,260. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,805
Previous 4,520 15.82%
Holding current value
$125,260
Previous $148,000 18.24%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
109
Shares Held
14.4M
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
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email