Tortoise Investment Management, LLC Schwab Intermediate Term Us Tr Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 2024
A detailed history of Tortoise Investment Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 7,295 shares of SCHR stock, worth $368,324. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,295
Previous 12,926
43.56%
Holding current value
$368,324
Previous $634,000
44.01%
% of portfolio
0.04%
Previous 0.08%
Shares
27 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio