Tortoise Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $14.9M | Sell |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $8.97M | Buy |
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|
2023
Q2 | $9.01M | Buy |
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|
2023
Q1 | $8.15M | Buy |
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|
2022
Q4 | $7.12M | Buy |
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|
2022
Q3 | $6.38M | Buy |
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|
2022
Q2 | $6.36M | Buy |
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|
2022
Q1 | $7.42M | Buy |
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|
2021
Q4 | $7.47M | Buy |
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|
2021
Q3 | $6.4M | Sell |
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|
2021
Q2 | $6.62M | Sell |
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|
2021
Q1 | $6.35M | Buy |
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|
2020
Q4 | $5.4M | Buy |
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|
2020
Q3 | $4.44M | Sell |
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|
2020
Q2 | $4.51M | Buy |
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|
2020
Q1 | $3.47M | Buy |
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|
2019
Q4 | $3.5M | Sell |
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|
2019
Q3 | $3.34M | Sell |
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|
2019
Q2 | $3.46M | Sell |
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|
2019
Q1 | $3.38M | Sell |
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|
2018
Q4 | $3.08M | Buy |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $1.94M | Buy |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.15M | Sell |
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|
2015
Q4 | $1.64M | Buy |
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|
2015
Q3 | $1.47M | Buy |
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|
2015
Q2 | $1.48M | Buy |
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|
2015
Q1 | $1.39M | Sell |
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|
2014
Q4 | $1.61M | Buy |
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|
2014
Q3 | $1.42M | Buy |
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|
2014
Q2 | $1.29M | Buy |
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|
2014
Q1 | $1.1M | Buy |
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|
2013
Q4 | $285K | Buy |
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|
2013
Q3 | $32K | Sell |
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|
2013
Q2 | $81K | Buy |
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