Tortoise Investment Management, LLC Schwab Short Term Us Treasury Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

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 118,960 shares of SCHO stock, worth $2.89 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
118,960
Previous 131,478 9.52%
Holding current value
$2.89 Million
Previous $3.2 Million 9.38%
% of portfolio
0.3%
Previous 0.36%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$24.19 - $24.45 $302,810 - $306,065
-12,518 Reduced 9.52%
118,960 $2.9 Million
Q1 2025

May 14, 2025
SELL
$24.1 - $24.34 $537,140 - $542,489
-22,288 Reduced 14.49%
131,478 $3.2 Million
Q4 2024

Aug 07, 2025
BUY
$24.06 - $48.88 $1.33 Million - $2.7 Million
55,200 Added 56.0%
153,766 $3.7 Million
Q4 2024

Feb 07, 2025
BUY
$24.06 - $48.88 $1.33 Million - $2.7 Million
55,200 Added 56.0%
153,766 $3.7 Million
Q3 2024

Aug 07, 2025
BUY
$47.93 - $49.06 $92,840 - $95,029
1,937 Added 2.0%
98,566 $4.83 Million
Q3 2024

Nov 13, 2024
BUY
$47.93 - $49.06 $92,840 - $95,029
1,937 Added 2.0%
98,566 $4.83 Million
Q2 2024

Aug 07, 2025
BUY
$47.75 - $48.13 $46,269 - $46,637
969 Added 1.01%
96,629 $4.65 Million
Q2 2024

Aug 01, 2024
BUY
$47.75 - $48.13 $46,269 - $46,637
969 Added 1.01%
96,629 $4.65 Million
Q1 2024

Aug 07, 2025
BUY
$48.05 - $48.63 $309,201 - $312,934
6,435 Added 7.21%
95,660 $4.61 Million
Q1 2024

May 09, 2024
BUY
$48.05 - $48.63 $309,201 - $312,934
6,435 Added 7.21%
95,660 $4.61 Million
Q4 2023

Aug 07, 2025
SELL
$47.66 - $48.45 $2.01 Million - $2.05 Million
-42,253 Reduced 32.14%
89,225 $4.32 Million
Q4 2023

Feb 29, 2024
SELL
$47.66 - $48.45 $396,197 - $402,764
-8,313 Reduced 8.52%
89,225 $4.32 Million
Q4 2023

Feb 08, 2024
BUY
$47.66 - $48.45 $291,297 - $296,126
6,112 Added 6.69%
97,538 $4.73 Million
Q3 2023

Aug 07, 2025
SELL
$47.78 - $48.2 $1.91 Million - $1.93 Million
-40,052 Reduced 30.46%
91,426 $4.38 Million
Q3 2023

Nov 09, 2023
BUY
$47.78 - $48.2 $1.32 Million - $1.34 Million
27,704 Added 43.48%
91,426 $4.38 Million
Q2 2023

Aug 07, 2023
BUY
$48.06 - $48.89 $519,576 - $528,549
10,811 Added 20.43%
63,722 $3.06 Million
Q1 2023

May 09, 2023
BUY
$47.8 - $49.0 $750,316 - $769,153
15,697 Added 42.18%
52,911 $2.58 Million
Q4 2022

Feb 03, 2023
SELL
$47.89 - $48.47 $801,726 - $811,436
-16,741 Reduced 31.03%
37,214 $1.8 Million
Q3 2022

Nov 04, 2022
SELL
$48.15 - $49.37 $3.48 Million - $3.57 Million
-72,354 Reduced 57.28%
53,955 $2.6 Million
Q2 2022

Aug 03, 2022
BUY
$48.73 - $49.59 $2.12 Million - $2.16 Million
43,493 Added 52.52%
126,309 $6.21 Million
Q1 2022

May 06, 2022
BUY
$49.47 - $50.82 $3.63 Million - $3.73 Million
73,451 Added 784.31%
82,816 $4.1 Million
Q4 2021

Feb 10, 2022
BUY
$50.83 - $51.21 $1,931 - $1,945
38 Added 0.41%
9,365 $476,000
Q2 2021

Jul 30, 2021
BUY
$51.19 - $51.33 $15,408 - $15,450
301 Added 3.33%
9,327 $478,000
Q1 2021

May 05, 2021
SELL
$51.27 - $51.41 $106,846 - $107,138
-2,084 Reduced 18.76%
9,026 $463,000
Q4 2020

Feb 05, 2021
SELL
$51.37 - $51.48 $43,202 - $43,294
-841 Reduced 7.04%
11,110 $571,000
Q3 2020

Nov 04, 2020
SELL
$51.49 - $51.63 $182,943 - $183,441
-3,553 Reduced 22.92%
11,951 $615,000
Q2 2020

Aug 06, 2020
SELL
$51.53 - $51.71 $512,568 - $514,359
-9,947 Reduced 39.08%
15,504 $800,000
Q1 2020

May 05, 2020
SELL
$50.48 - $51.73 $188,643 - $193,315
-3,737 Reduced 12.8%
25,451 $1.32 Million
Q4 2019

Feb 06, 2020
SELL
$50.38 - $50.71 $86,905 - $87,474
-1,725 Reduced 5.58%
29,188 $1.47 Million
Q3 2019

Nov 06, 2019
SELL
$50.39 - $50.59 $230,786 - $231,702
-4,580 Reduced 12.9%
30,913 $1.56 Million
Q2 2019

Aug 07, 2019
BUY
N/A
13,638 Added 62.4%
35,493 $1.8 Million
Q1 2019

May 07, 2019
BUY
N/A
8,471 Added 63.29%
21,855 $1.1 Million
Q4 2018

Feb 08, 2019
BUY
N/A
1,002 Added 8.09%
13,384 $668,000
Q3 2018

Nov 20, 2018
BUY
N/A
3,706 Added 42.72%
12,382 $614,000
Q2 2018

Aug 09, 2018
BUY
N/A
1,601 Added 22.63%
8,676 $432,000
Q1 2018

May 11, 2018
SELL
N/A
-800 Reduced 10.16%
7,075 $353,000
Q4 2017

Jan 31, 2018
SELL
N/A
-2,419 Reduced 23.5%
7,875 $394,000
Q3 2017

Nov 15, 2017
BUY
N/A
10,294
10,294 $519,000

Others Institutions Holding SCHO

# of Institutions
702
Shares Held
314M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email