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 $2.9 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
118,960
Previous 131,478
9.52%
Holding current value
$2.9 Million
Previous $3.2 Million
9.38%
% of portfolio
0.3%
Previous 0.36%
Shares
38 transactions
Others Institutions Holding SCHO
# of Institutions
708Shares Held
320MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio