Tortoise Investment Management »

Schwab Intl Small Cap Equity ETF shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.4M 220k 33.78
2023-09-30 $5.9M 184k 32.25
2023-06-30 $5.9M 175k 33.77
2023-03-31 $5.8M 171k 33.71
2022-12-31 $5.4M 170k 31.47
2022-09-30 $4.5M 162k 27.75
2022-06-30 $4.9M 156k 31.23
2022-03-31 $5.7M 150k 37.97
2021-12-31 $6.1M 149k 40.93
2021-09-30 $6.2M 148k 41.52
2021-06-30 $6.1M 146k 41.60
2021-03-31 $5.7M 144k 39.42
2020-12-31 $5.2M 138k 37.65
2020-09-30 $4.5M 137k 32.53
2020-06-30 $4.1M 139k 29.57
2020-03-31 $2.9M 118k 24.40
2019-12-31 $2.9M 84k 34.65
2019-09-30 $2.3M 71k 31.79
2019-06-30 $2.4M 73k 32.63
2019-03-31 $1.4M 43k 32.24
2018-12-31 $1.2M 41k 29.11
2018-09-30 $580k 16k 35.65
2018-06-30 $539k 15k 36.05
2018-03-31 $515k 14k 36.51
2017-12-31 $352k 9.6k 36.68
2017-09-30 $356k 9.9k 35.79
2017-06-30 $344k 10k 33.62
2017-03-31 $268k 8.6k 31.34
2016-12-31 $230k 7.9k 29.12
2016-09-30 $220k 7.1k 30.89
2016-06-30 $205k 7.1k 28.78
2016-03-31 $203k 7.0k 28.95
2015-12-31 $158k 5.5k 28.77
2015-09-30 $198k 6.9k 28.53
2015-06-30 $228k 7.3k 31.27
2015-03-31 $220k 7.3k 30.09
2014-12-31 $307k 11k 28.89
2014-09-30 $291k 9.3k 31.37
2014-06-30 $264k 7.7k 34.32
2014-03-31 $304k 9.2k 33.04
2013-12-31 $155k 4.8k 32.02
2013-09-30 $116k 3.8k 30.85
2013-06-30 $116k 4.3k 27.10
2013-03-31 $104k 3.7k 28.07
2012-12-31 $91k 3.4k 27.12

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding Schwab Intl Small Cap Equity ETF

Charles Schwab Investment Advisory
Pnc Financial Services
Savant Capital Management
HPM Partners
Jane Street
SageView Advisory Group
Tiaa Trust, National Association
Creative Planning
McAdam
Advisory Alpha
CI Private Wealth
Mather Group
Charles Schwab Investment Management
Colony
Rsm Us Wealth Management

View all funds holding Schwab Intl Small Cap Equity ETF