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Tortoise Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tortoise Investment Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-86
Closed -$2.04K – 894
2024
Q3 		$2.04K Buy
+86
New +$2.01K ﹤0.01% 763
2023
Q1 		– Sell
-80
Closed -$1.83K – 790
2022
Q4 		$1.83K Hold
80
– – ﹤0.01% 700
2022
Q3 		$2K Hold
80
– – ﹤0.01% 701
2022
Q2 		$2K Buy
+80
New +$1.94K ﹤0.01% 691
2020
Q1 		– Sell
-216
Closed -$6K – 601
2019
Q4 		$6K Buy
216
+96
+80% +$2.57K ﹤0.01% 470
2019
Q3 		$3K Hold
120
– – ﹤0.01% 517
2019
Q2 		$3K Sell
120
-730
-86% -$19K ﹤0.01% 546
2019
Q1 		$22K Hold
850
– – 0.01% 317
2018
Q4 		$22K Hold
850
– – 0.01% 302
2018
Q3 		$21K Hold
850
– – 0.01% 321
2018
Q2 		$22K Sell
850
-1,000
-54% -$25.3K 0.01% 321
2018
Q1 		$47K Sell
1,850
-1,750
-49% -$44.8K 0.01% 251
2017
Q4 		$94K Sell
3,600
-770
-18% -$20.1K 0.03% 190
2017
Q3 		$114K Buy
4,370
+3,750
+605% +$98.3K 0.03% 169
2017
Q2 		$16K Buy
620
+580
+1,450% +$15.1K 0.01% 309
2017
Q1 		$1K Hold
40
– – ﹤0.01% 462
2016
Q4 		$1K Buy
+40
New +$1.05K ﹤0.01% 474
2015
Q1 		– Sell
-6,446
Closed -$169K – 469
2014
Q4 		$169K Hold
6,446
– – 0.07% 115
2014
Q3 		$167K Buy
6,446
+876
+16% +$22.7K 0.07% 107
2014
Q2 		$145K Buy
5,570
+2,230
+67% +$57.5K 0.06% 119
2014
Q1 		$85K Buy
+3,340
New +$85.1K 0.04% 154
2013
Q4 		– Sell
-820
Closed -$21K – 379
2013
Q3 		$21K Hold
820
– – 0.01% 198
2013
Q2 		$21K Buy
+820
New +$21.3K 0.01% 188

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tortoise Investment Management's SCHZ Position: Q4 2024 in Review

Tortoise Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 86 shares — an estimated $2.04K sold.

Tortoise Investment Management first reported a position in SCHZ in Q2 2013 and held it in 23 quarters. The position peaked at $169K in Q4 2014. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Tortoise Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 86 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $2.04K.
  • Tortoise Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 23 quarters.
  • Tortoise Investment Management's Schwab US Aggregate Bond ETF position peaked at $169K in Q4 2014.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.