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Disclosery

Tortoise Investment Management, LLC: SCHX position timeline

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

Tortoise Investment Management, LLC held 737,656 SCHX 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 737,656 shares
    Change vs previous 13F -8,238 shares

    1.62% of the 13F portfolio, value $21,709,208.

    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 745,894 shares
    Change vs previous 13F +40,887 shares

    1.58% of the 13F portfolio, value $19,124,710.

    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 705,007 shares
    Change vs previous 13F -37,363 shares

    1.67% of the 13F portfolio, value $18,971,735.

    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 742,370 shares
    Change vs previous 13F -8,982 shares

    1.74% of the 13F portfolio, value $19,554,028.

    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 751,352 shares
    Change vs previous 13F +28,534 shares

    1.75% of the 13F portfolio, value $18,363,039.

    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 722,818 shares
    Change vs previous 13F +82,611 shares

    1.66% of the 13F portfolio, value $15,959,815.

    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 640,207 shares
    Change vs previous 13F +420,485 shares

    1.57% of the 13F portfolio, value $14,840,001.

    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 219,722 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $14,908,137.

    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).