Tortoise Investment Management, LLC Schwab Short Term Us Treasury Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 2024
A detailed history of Tortoise Investment Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 95,660 shares of SCHO stock, worth $4.6 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
95,660
Previous 89,225
7.21%
Holding current value
$4.6 Million
Previous $4.32 Million
6.69%
% of portfolio
0.58%
Previous 0.6%
Shares
27 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio