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

Tortoise Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1M Buy
745,894
+40,887
+6% +$1.1M 1.58% 12
2025
Q4 		$19M Sell
705,007
-37,363
-5% -$998K 1.67% 12
2025
Q3 		$19.6M Sell
742,370
-8,982
-1% -$228K 1.74% 12
2025
Q2 		$18.4M Buy
751,352
+28,534
+4% +$645K 1.75% 9
2025
Q1 		$16M Buy
722,818
+82,611
+13% +$1.92M 1.66% 10
2024
Q4 		$14.8M Sell
640,207
-18,959
-3% -$442K 1.57% 15
2024
Q3 		$14.9M Sell
659,166
-3,849
-0.6% -$83.9K 1.56% 14
2024
Q2 		$14.2M Buy
663,015
+59,220
+10% +$1.22M 1.62% 16
2024
Q1 		$12.5M Buy
603,795
+61,044
+11% +$1.2M 1.52% 17
2023
Q4 		$10.2M Buy
542,751
+10,920
+2% +$192K 1.38% 20
2023
Q3 		$8.97M Buy
531,831
+15,915
+3% +$279K 1.34% 20
2023
Q2 		$9.01M Buy
515,916
+10,287
+2% +$170K 1.34% 17
2023
Q1 		$8.15M Buy
505,629
+32,283
+7% +$508K 1.3% 18
2022
Q4 		$7.12M Buy
473,346
+21,474
+5% +$325K 1.25% 20
2022
Q3 		$6.38M Buy
451,872
+24,528
+6% +$385K 1.24% 19
2022
Q2 		$6.36M Buy
427,344
+14,109
+3% +$229K 1.25% 20
2022
Q1 		$7.42M Buy
413,235
+19,515
+5% +$345K 1.37% 16
2021
Q4 		$7.47M Buy
393,720
+24,552
+7% +$454K 1.4% 18
2021
Q3 		$6.4M Sell
369,168
-12,894
-3% -$230K 1.29% 21
2021
Q2 		$6.62M Sell
382,062
-14,910
-4% -$252K 1.37% 17
2021
Q1 		$6.35M Buy
396,972
+40,890
+11% +$641K 1.4% 17
2020
Q4 		$5.4M Buy
356,082
+25,620
+8% +$367K 1.23% 20
2020
Q3 		$4.44M Sell
330,462
-34,998
-10% -$465K 1.08% 25
2020
Q2 		$4.51M Buy
365,460
+25,380
+7% +$296K 1.17% 21
2020
Q1 		$3.47M Buy
340,080
+66,606
+24% +$809K 1.01% 30
2019
Q4 		$3.5M Sell
273,474
-8,886
-3% -$109K 0.83% 33
2019
Q3 		$3.34M Sell
282,360
-13,098
-4% -$154K 0.86% 31
2019
Q2 		$3.46M Sell
295,458
-4,440
-1% -$51K 0.87% 28
2019
Q1 		$3.38M Sell
299,898
-9,714
-3% -$105K 0.88% 29
2018
Q4 		$3.08M Buy
309,612
+122,748
+66% +$1.32M 0.83% 33
2018
Q3 		$2.17M Buy
186,864
+7,404
+4% +$84.2K 0.57% 41
2018
Q2 		$1.94M Buy
179,460
+18,342
+11% +$198K 0.53% 40
2018
Q1 		$1.69M Buy
161,118
+18,882
+13% +$205K 0.47% 40
2017
Q4 		$1.51M Buy
142,236
+12,894
+10% +$134K 0.43% 41
2017
Q3 		$1.29M Buy
129,342
+2,208
+2% +$21.7K 0.39% 47
2017
Q2 		$1.22M Sell
127,134
-2,190
-2% -$20.9K 0.4% 46
2017
Q1 		$1.21M Buy
129,324
+606
+0.5% +$5.6K 0.4% 46
2016
Q4 		$1.14M Sell
128,718
-2,010
-2% -$17.5K 0.39% 46
2016
Q3 		$1.13M Sell
130,728
-12,300
-9% -$105K 0.38% 45
2016
Q2 		$1.19M Buy
143,028
+1,374
+1% +$11.3K 0.41% 39
2016
Q1 		$1.15M Sell
141,654
-60,828
-30% -$470K 0.41% 43
2015
Q4 		$1.64M Buy
202,482
+10,200
+5% +$83.2K 0.59% 33
2015
Q3 		$1.47M Buy
192,282
+12,018
+7% +$97.2K 0.56% 35
2015
Q2 		$1.48M Buy
180,264
+11,904
+7% +$99.9K 0.56% 35
2015
Q1 		$1.39M Sell
168,360
-28,200
-14% -$232K 0.53% 40
2014
Q4 		$1.61M Buy
196,560
+15,420
+9% +$123K 0.64% 32
2014
Q3 		$1.42M Buy
181,140
+15,450
+9% +$122K 0.6% 34
2014
Q2 		$1.29M Buy
165,690
+18,660
+13% +$141K 0.54% 35
2014
Q1 		$1.1M Buy
147,030
+108,270
+279% +$793K 0.51% 40
2013
Q4 		$285K Buy
38,760
+33,960
+708% +$239K 0.16% 77
2013
Q3 		$32K Sell
4,800
-7,920
-62% -$52.8K 0.02% 178
2013
Q2 		$81K Buy
+12,720
New +$81.4K 0.05% 112

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tortoise Investment Management's SCHX Position: Q1 2026 in Review

Tortoise Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 5.8% in Q1 2026, buying an estimated $1.1M and bringing the position to 745,894 shares worth $19.1M. The position accounts for 1.58% of the portfolio, ranked #12.

Tortoise Investment Management first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.6M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Tortoise Investment Management held 745,894 shares of Schwab US Large- Cap ETF worth $19.1M as of Q1 2026.
  • Tortoise Investment Management bought 40,887 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.1M.
  • Schwab US Large- Cap ETF made up 1.58% of Tortoise Investment Management's portfolio in Q1 2026, its #12 holding.
  • Tortoise Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Schwab US Large- Cap ETF position peaked at $19.6M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.