Tortoise Investment Management, LLC Schwab Intermediate Term Us Tr Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 91,412 shares of SCHR stock, worth $2.3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
91,412
Previous 66,283 37.91%
Holding current value
$2.3 Million
Previous $1.65 Million 38.92%
% of portfolio
0.23%
Previous 0.18%

Shares

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

Aug 08, 2025
BUY
$24.54 - $25.07 $616,665 - $629,984
25,129 Added 37.91%
91,412 $2.29 Million
Q1 2025

May 14, 2025
BUY
$24.05 - $24.86 $749,566 - $774,811
31,167 Added 88.75%
66,283 $1.65 Million
Q4 2024

Aug 07, 2025
BUY
$24.19 - $50.58 $680,101 - $1.42 Million
28,115 Added 401.59%
35,116 $852,000
Q4 2024

Feb 07, 2025
BUY
$24.19 - $50.58 $680,101 - $1.42 Million
28,115 Added 401.59%
35,116 $852,000
Q3 2024

Aug 07, 2025
SELL
$48.4 - $50.91 $14,229 - $14,967
-294 Reduced 4.03%
7,001 $354,000
Q3 2024

Nov 13, 2024
SELL
$48.4 - $50.91 $14,229 - $14,967
-294 Reduced 4.03%
7,001 $354,000
Q2 2024

Aug 07, 2025
SELL
$47.85 - $49.0 $269,443 - $275,919
-5,631 Reduced 43.56%
7,295 $355,000
Q2 2024

Aug 01, 2024
SELL
$47.85 - $49.0 $269,443 - $275,919
-5,631 Reduced 43.56%
7,295 $355,000
Q1 2024

Aug 07, 2025
SELL
$48.64 - $49.88 $39,933 - $40,951
-821 Reduced 5.97%
12,926 $634,000
Q1 2024

May 09, 2024
SELL
$48.64 - $49.88 $39,933 - $40,951
-821 Reduced 5.97%
12,926 $634,000
Q4 2023

Aug 07, 2025
SELL
$47.09 - $49.87 $2.47 Million - $2.62 Million
-52,536 Reduced 79.26%
13,747 $683,000
Q4 2023

Feb 29, 2024
SELL
$47.09 - $49.87 $47 - $49
-1 Reduced 0.01%
13,747 $683,000
Q4 2023

Feb 08, 2024
BUY
$47.09 - $49.87 $143,153 - $151,604
3,040 Added 28.39%
13,748 $683,000
Q3 2023

Aug 07, 2025
SELL
$47.78 - $49.59 $2.66 Million - $2.76 Million
-55,575 Reduced 83.85%
10,708 $513,000
Q3 2023

Nov 09, 2023
SELL
$47.78 - $49.59 $206,982 - $214,823
-4,332 Reduced 28.8%
10,708 $513,000
Q2 2023

Aug 07, 2023
SELL
$49.25 - $50.96 $114,358 - $118,329
-2,322 Reduced 13.37%
15,040 $741,000
Q1 2023

May 09, 2023
BUY
$48.55 - $50.78 $288,338 - $301,582
5,939 Added 51.99%
17,362 $875,000
Q4 2022

Feb 03, 2023
SELL
$48.12 - $50.24 $394,776 - $412,168
-8,204 Reduced 41.8%
11,423 $562,000
Q3 2022

Nov 04, 2022
SELL
$48.68 - $52.54 $1.5 Million - $1.62 Million
-30,914 Reduced 61.17%
19,627 $964,000
Q2 2022

Aug 03, 2022
BUY
$50.08 - $52.78 $1.34 Million - $1.41 Million
26,750 Added 112.44%
50,541 $2.61 Million
Q1 2022

May 06, 2022
SELL
$52.72 - $55.84 $226,116 - $239,497
-4,289 Reduced 15.27%
23,791 $1.27 Million
Q4 2021

Feb 10, 2022
BUY
$55.82 - $56.81 $346,084 - $352,222
6,200 Added 28.34%
28,080 $1.58 Million
Q3 2021

Nov 04, 2021
SELL
$56.59 - $57.62 $25,182 - $25,640
-445 Reduced 1.99%
21,880 $1.24 Million
Q2 2021

Jul 30, 2021
BUY
$56.38 - $57.16 $681,239 - $690,664
12,083 Added 117.98%
22,325 $1.27 Million
Q1 2021

May 05, 2021
BUY
$56.41 - $58.25 $379,018 - $391,381
6,719 Added 190.72%
10,242 $578,000
Q3 2020

Nov 04, 2020
SELL
$58.56 - $58.96 $29,865 - $30,069
-510 Reduced 12.65%
3,523 $207,000
Q2 2020

Aug 06, 2020
SELL
$58.18 - $58.86 $114,905 - $116,248
-1,975 Reduced 32.87%
4,033 $237,000
Q1 2020

May 05, 2020
SELL
$55.04 - $58.78 $183,833 - $196,325
-3,340 Reduced 35.73%
6,008 $353,000
Q3 2019

Nov 06, 2019
SELL
$54.92 - $55.68 $196,888 - $199,612
-3,585 Reduced 27.72%
9,348 $519,000
Q2 2019

Aug 07, 2019
SELL
N/A
-4,410 Reduced 25.43%
12,933 $711,000
Q1 2019

May 07, 2019
SELL
N/A
-1,325 Reduced 7.1%
17,343 $933,000
Q4 2018

Feb 08, 2019
BUY
N/A
4,688 Added 33.53%
18,668 $988,000
Q3 2018

Nov 20, 2018
SELL
N/A
-580 Reduced 3.98%
13,980 $724,000
Q2 2018

Aug 09, 2018
BUY
N/A
1,204 Added 9.01%
14,560 $762,000
Q1 2018

May 11, 2018
BUY
N/A
1,350 Added 11.24%
13,356 $702,000
Q4 2017

Jan 31, 2018
BUY
N/A
6,230 Added 107.86%
12,006 $640,000
Q3 2017

Nov 15, 2017
BUY
N/A
5,776
5,776 $311,000

Others Institutions Holding SCHR

# of Institutions
496
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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