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Disclosery

Tortoise Investment Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tortoise Investment Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Tortoise Investment Management, LLC held 145,287 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,287 shares
    Change vs previous 13F -1,044 shares

    0.31% of the 13F portfolio, value $4,207,512.

    13F-HR 0001599511-26-000003 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,331 shares
    Change vs previous 13F -3,595 shares

    0.3% of the 13F portfolio, value $3,672,908.

    13F-HR 0001599511-26-000002 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 149,926 shares
    Change vs previous 13F -4,630 shares

    0.35% of the 13F portfolio, value $3,932,559.

    13F-HR 0001599511-26-000001 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 154,556 shares
    Change vs previous 13F +255 shares

    0.35% of the 13F portfolio, value $3,973,635.

    13F-HR 0001580642-25-007255 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 154,301 shares
    Change vs previous 13F +1,930 shares

    0.35% of the 13F portfolio, value $3,676,993.

    13F-HR 0001580642-25-005011 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 152,371 shares
    Change vs previous 13F -13,007 shares

    0.34% of the 13F portfolio, value $3,280,548.

    13F-HR/A 0001599511-25-000014 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 165,378 shares
    Change vs previous 13F +110,216 shares

    0.4% of the 13F portfolio, value $3,754,081.

    13F-HR/A 0001599511-25-000013 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 55,162 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,669,376.

    13F-HR/A 0001599511-25-000012 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).