Tortoise Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Tortoise Investment Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83M	Buy	77,970 +50	+0.1%	+$1.78K	0.21%	89
2026 Q1	$2.57M	Buy	77,920 +2,804	+4%	+$95.7K	0.21%	89
2025 Q4	$2.46M	Sell	75,116 -2,038	-3%	-$68K	0.22%	90
2025 Q3	$2.57M	Sell	77,154 -827	-1%	-$26.1K	0.23%	86
2025 Q2	$2.35M	Buy	77,981 +676	+0.9%	+$19.1K	0.22%	87
2025 Q1	$2.13M	Sell	77,305 -1,798	-2%	-$49.2K	0.22%	83
2024 Q4	$2.11M	Sell	79,103 -1,678	-2%	-$47.4K	0.22%	82
2024 Q3	$2.36M	Sell	80,781 -12,443	-13%	-$337K	0.25%	81
2024 Q2	$2.48M	Sell	93,224 -1,727	-2%	-$45K	0.28%	79
2024 Q1	$2.4M	Sell	94,951 -1,213	-1%	-$29.8K	0.29%	75
2023 Q4	$2.38M	Buy	96,164 +4,701	+5%	+$113K	0.32%	70
2023 Q3	$2.19M	Buy	91,463 +82	+0.1%	+$2.03K	0.33%	70
2023 Q2	$2.25M	Sell	91,381 -3,010	-3%	-$73.6K	0.33%	70
2023 Q1	$2.31M	Buy	94,391 +4,792	+5%	+$119K	0.37%	69
2022 Q4	$2.12M	Sell	89,599 -2,961	-3%	-$68.9K	0.37%	65
2022 Q3	$2.07M	Buy	92,560 +10,967	+13%	+$271K	0.4%	58
2022 Q2	$2.07M	Buy	81,593 +24,719	+43%	+$646K	0.41%	61
2022 Q1	$1.58M	Sell	56,874 -34,717	-38%	-$1M	0.29%	69
2021 Q4	$2.71M	Buy	91,591 +20,827	+29%	+$636K	0.51%	39
2021 Q3	$2.16M	Buy	70,764 +16,887	+31%	+$528K	0.44%	48
2021 Q2	$1.77M	Sell	53,877 -3,522	-6%	-$114K	0.37%	53
2021 Q1	$1.82M	Buy	57,399 +5,884	+11%	+$192K	0.4%	50
2020 Q4	$1.58M	Sell	51,515 -2,250	-4%	-$65.2K	0.36%	51
2020 Q3	$1.44M	Sell	53,765 -824	-2%	-$22K	0.35%	54
2020 Q2	$1.33M	Sell	54,589 -8,900	-14%	-$202K	0.34%	57
2020 Q1	$1.31M	Buy	63,489 +27,823	+78%	+$696K	0.38%	56
2019 Q4	$976K	Sell	35,666 -351	-1%	-$9.25K	0.23%	67
2019 Q3	$905K	Sell	36,017 -4,705	-12%	-$120K	0.23%	68
2019 Q2	$1.07M	Sell	40,722 -2,895	-7%	-$75K	0.27%	64
2019 Q1	$1.13M	Sell	43,617 -3,076	-7%	-$77.9K	0.3%	59
2018 Q4	$1.1M	Buy	46,693 +4,474	+11%	+$108K	0.3%	61
2018 Q3	$1.08M	Buy	42,219 +12,563	+42%	+$325K	0.29%	61
2018 Q2	$768K	Buy	29,656 +2,617	+10%	+$71.9K	0.21%	71
2018 Q1	$776K	Buy	27,039 +3,285	+14%	+$96.3K	0.21%	68
2017 Q4	$664K	Buy	23,754 +3,650	+18%	+$101K	0.19%	73
2017 Q3	$541K	Buy	20,104 +1,832	+10%	+$48.5K	0.16%	79
2017 Q2	$454K	Buy	18,272 +465	+3%	+$11.4K	0.15%	83
2017 Q1	$427K	Sell	17,807 -43	-0.2%	-$1K	0.14%	82
2016 Q4	$385K	Sell	17,850 -179	-1%	-$4.01K	0.13%	81
2016 Q3	$416K	Sell	18,029 -1,520	-8%	-$34.3K	0.14%	77
2016 Q2	$416K	Buy	19,549 +2,349	+14%	+$48.3K	0.14%	77
2016 Q1	$357K	Buy	17,200 +1,631	+10%	+$30.7K	0.13%	85
2015 Q4	$304K	Sell	15,569 -925	-6%	-$19.4K	0.11%	94
2015 Q3	$334K	Sell	16,494 -8,525	-34%	-$187K	0.13%	89
2015 Q2	$615K	Buy	25,019 +1,113	+5%	+$28.5K	0.23%	68
2015 Q1	$582K	Sell	23,906 -7,545	-24%	-$183K	0.22%	65
2014 Q4	$752K	Buy	31,451 +410	+1%	+$10.2K	0.3%	54
2014 Q3	$788K	Sell	31,041 -1,459	-4%	-$39.2K	0.33%	51
2014 Q2	$846K	Sell	32,500 -1,040	-3%	-$26.2K	0.35%	48
2014 Q1	$816K	Buy	33,540 +19,030	+131%	+$441K	0.38%	50
2013 Q4	$357K	Buy	14,510 +4,661	+47%	+$117K	0.2%	68
2013 Q3	$242K	Sell	9,849 -11	-0.1%	-$263	0.15%	80
2013 Q2	$230K	Buy	+9,860	New	+$246K	0.15%	76

Other funds holding SCHE

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tortoise Investment Management's SCHE Position: Q2 2026 in Review

Tortoise Investment Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.06% in Q2 2026, buying an estimated $1.78K and bringing the position to 77,970 shares worth $2.83M. The position accounts for 0.21% of the portfolio, ranked #89.

Tortoise Investment Management first reported a position in SCHE in Q2 2013 and has held it in 53 quarters since. 603 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Tortoise Investment Management held 77,970 shares of Schwab Emerging Markets Equity ETF worth $2.83M as of Q2 2026.
Tortoise Investment Management bought 50 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.78K.
Schwab Emerging Markets Equity ETF made up 0.21% of Tortoise Investment Management's portfolio in Q2 2026, its #89 holding.
Tortoise Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 53 quarters since.
603 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.