Tortoise Investment Management, LLC SCHX Holdings History
Tortoise Investment Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Tortoise Investment Management, LLC held 722,818.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $15.96 Mil. This investment constitutes 1.66% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Tortoise Investment Management, LLC has made 26 purchases of SCHX, at an average price of $27.65, for a total of 800,533.00 shares. In addition, there have been 12 sales at an average price of $29.78 for 77,715.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Tortoise Investment Management, LLC's estimated gain on his SCHX holdings is $-1.85 Mil, reflecting a -8.35% gain to date.
Tortoise Investment Management, LLC SCHX ($24.86) Holding Chart
Tortoise Investment Management, LLC SCHX ($24.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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