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Disclosery

Tortoise Investment Management, LLC: SCHF position timeline

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

Tortoise Investment Management, LLC held 139,138 SCHF 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 139,138 shares
    Change vs previous 13F +181 shares

    0.29% of the 13F portfolio, value $3,854,125.

    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 138,957 shares
    Change vs previous 13F -44 shares

    0.28% of the 13F portfolio, value $3,439,198.

    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 139,001 shares
    Change vs previous 13F -5,274 shares

    0.29% of the 13F portfolio, value $3,341,591.

    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 144,275 shares
    Change vs previous 13F +279 shares

    0.3% of the 13F portfolio, value $3,358,726.

    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 143,996 shares
    Change vs previous 13F -961 shares

    0.3% of the 13F portfolio, value $3,182,303.

    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 144,957 shares
    Change vs previous 13F -6,563 shares

    0.3% of the 13F portfolio, value $2,867,248.

    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 151,520 shares
    Change vs previous 13F +74,603 shares

    0.3% of the 13F portfolio, value $2,803,122.

    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 76,917 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,162,840.

    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).