News + Filings Holdings
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Tortoise Investment Management, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 171,972 | 3,429 | 9,006,188,000 | 853,759,000 | $52,370.08 |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 168,543 | 26,095 | 8,152,429,000 | 8,146,067,000 | $48,370.02 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 142,448 | 4,703 | 6,362,000 | -1,056,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 137,745 | 72,125 | 7,418,000 | -51,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 65,620 | 4,092 | 7,469,000 | 1,068,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 61,528 | -2,149 | 6,401,000 | -219,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 63,677 | 4,330 | 6,620,000 | 1,222,000 | $103.96 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 59,347 | 4,270 | 5,398,000 | 957,000 | $90.96 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 55,077 | -5,833 | 4,441,000 | -72,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 60,910 | 4,230 | 4,513,000 | 1,041,000 | $74.09 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 56,680 | 11,101 | 3,472,000 | -29,000 | $61.26 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 45,579 | -1,481 | 3,501,000 | 163,000 | $76.81 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 47,060 | -2,183 | 3,338,000 | -118,000 | $70.93 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 49,243 | -740 | 3,456,000 | 77,000 | $70.18 |
| 03/31/2019 | SCHWAB US LC ETF | SCHX | 49,983 | -1,619 | 3,379,000 | 298,000 | $67.60 |
| 12/31/2018 | SCHWAB US LC ETF | SCHX | 51,602 | 20,458 | 3,081,000 | 915,000 | $59.71 |
| 09/30/2018 | SCHWAB US LC ETF | SCHX | 31,144 | 1,234 | 2,166,000 | 222,000 | $69.55 |
| 06/30/2018 | SCHWAB US LC ETF | SCHX | 29,910 | 6,204 | 1,944,000 | 432,000 | $64.99 |
| 12/31/2017 | SCHWAB US LC ETF | SCHX | 23,706 | 2,149 | 1,512,000 | 218,000 | $63.78 |
| 09/30/2017 | SCHWAB US LC ETF | SCHX | 21,557 | 368 | 1,294,000 | 70,000 | $60.03 |
| 06/30/2017 | SCHWAB US LC ETF | SCHX | 21,189 | -365 | 1,224,000 | 11,000 | $57.77 |
| 03/31/2017 | SCHWAB US LC ETF | SCHX | 21,554 | 21,554 | 1,213,000 | 1,213,000 | $56.28 |
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