Tortoise Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024

A detailed history of Tortoise Investment Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 43 shares of SCHZ stock, worth $977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43
Holding current value
$977
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $1,943 - $2,058
43 New
43 $2,000
Q2 2022

Aug 03, 2022
BUY
$46.62 - $50.36 $1,864 - $2,014
40 New
40 $2,000
Q1 2020

May 05, 2020
SELL
$50.33 - $56.09 $5,435 - $6,057
-108 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$53.21 - $54.14 $2,554 - $2,598
48 Added 80.0%
108 $6,000
Q2 2019

Aug 07, 2019
SELL
N/A
-365 Reduced 85.88%
60 $3,000
Q2 2018

Aug 09, 2018
SELL
N/A
-500 Reduced 54.05%
425 $22,000
Q1 2018

May 11, 2018
SELL
N/A
-875 Reduced 48.61%
925 $47,000
Q4 2017

Jan 31, 2018
SELL
N/A
-385 Reduced 17.62%
1,800 $94,000
Q3 2017

Nov 15, 2017
BUY
N/A
2,185
2,185 $114,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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