TIM
SCHV

Tortoise Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tortoise Investment Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Sell
83,088
-1,629
-2% -$53.7K 0.22% 88
2026
Q1 		$2.58M Buy
84,717
+1,220
+1% +$38K 0.21% 88
2025
Q4 		$2.47M Sell
83,497
-737
-0.9% -$21.5K 0.22% 89
2025
Q3 		$2.45M Buy
84,234
+5,954
+8% +$169K 0.22% 88
2025
Q2 		$2.17M Buy
78,280
+7,736
+11% +$203K 0.21% 93
2025
Q1 		$1.88M Buy
70,544
+3,640
+5% +$97.7K 0.2% 88
2024
Q4 		$1.74M Sell
66,904
-173
-0.3% -$4.67K 0.18% 87
2024
Q3 		$1.8M Buy
67,077
+1,881
+3% +$48.3K 0.19% 89
2024
Q2 		$1.61M Buy
65,196
+1,128
+2% +$27.9K 0.18% 89
2024
Q1 		$1.62M Buy
64,068
+4,095
+7% +$98.2K 0.2% 87
2023
Q4 		$1.4M Sell
59,973
-222
-0.4% -$4.85K 0.19% 87
2023
Q3 		$1.29M Sell
60,195
-2,640
-4% -$59.3K 0.19% 89
2023
Q2 		$1.41M Sell
62,835
-4,431
-7% -$96.7K 0.21% 90
2023
Q1 		$1.47M Buy
67,266
+12
+0% +$267 0.23% 83
2022
Q4 		$1.48M Sell
67,254
-2,073
-3% -$44.9K 0.26% 83
2022
Q3 		$1.35M Sell
69,327
-13,740
-17% -$296K 0.26% 78
2022
Q2 		$1.73M Sell
83,067
-11,022
-12% -$247K 0.34% 72
2022
Q1 		$2.24M Buy
94,089
+9,180
+11% +$217K 0.41% 56
2021
Q4 		$2.07M Buy
84,909
+645
+0.8% +$15.3K 0.39% 52
2021
Q3 		$1.9M Buy
84,264
+15,666
+23% +$362K 0.38% 53
2021
Q2 		$1.56M Buy
68,598
+7,980
+13% +$181K 0.32% 56
2021
Q1 		$1.32M Buy
60,618
+465
+0.8% +$9.69K 0.29% 61
2020
Q4 		$1.19M Sell
60,153
-2,715
-4% -$50.8K 0.27% 66
2020
Q3 		$1.09M Sell
62,868
-1,302
-2% -$22.8K 0.27% 69
2020
Q2 		$1.07M Buy
64,170
+2,745
+4% +$44.8K 0.28% 67
2020
Q1 		$906K Buy
61,425
+26,415
+75% +$484K 0.26% 68
2019
Q4 		$702K Hold
35,010
– – 0.17% 78
2019
Q3 		$662K Buy
35,010
+9,510
+37% +$178K 0.17% 81
2019
Q2 		$477K Buy
25,500
+720
+3% +$13.3K 0.12% 95
2019
Q1 		$452K Hold
24,780
– – 0.12% 96
2018
Q4 		$407K Buy
24,780
+20,550
+486% +$364K 0.11% 102
2018
Q3 		$79K Buy
4,230
+810
+24% +$15K 0.02% 203
2018
Q2 		$61K Hold
3,420
– – 0.02% 227
2018
Q1 		$60K Hold
3,420
– – 0.02% 220
2017
Q4 		$62K Buy
+3,420
New +$60.9K 0.02% 218

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Tortoise Investment Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q2 2026, selling an estimated $53.7K and leaving 83,088 shares worth $2.89M. The position accounts for 0.22% of the portfolio, ranked #88.

Tortoise Investment Management first reported a position in SCHV in Q4 2017 and has held it in 35 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Tortoise Investment Management held 83,088 shares of Schwab US Large-Cap Value ETF worth $2.89M as of Q2 2026.
  • Tortoise Investment Management sold 1,629 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $53.7K.
  • Schwab US Large-Cap Value ETF made up 0.22% of Tortoise Investment Management's portfolio in Q2 2026, its #88 holding.
  • Tortoise Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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