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Disclosery

Tortoise Investment Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tortoise Investment Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Tortoise Investment Management, LLC held 249,627 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,627 shares
    Change vs previous 13F -4,492 shares

    0.67% of the 13F portfolio, value $9,019,009.

    13F-HR 0001599511-26-000003 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 254,119 shares
    Change vs previous 13F +4,533 shares

    0.61% of the 13F portfolio, value $7,389,778.

    13F-HR 0001599511-26-000002 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 249,586 shares
    Change vs previous 13F +6,267 shares

    0.62% of the 13F portfolio, value $7,108,223.

    13F-HR 0001599511-26-000001 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 243,319 shares
    Change vs previous 13F -3,822 shares

    0.6% of the 13F portfolio, value $6,788,592.

    13F-HR 0001580642-25-007255 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 247,141 shares
    Change vs previous 13F +20,893 shares

    0.6% of the 13F portfolio, value $6,252,675.

    13F-HR 0001580642-25-005011 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 226,248 shares
    Change vs previous 13F +25,894 shares

    0.55% of the 13F portfolio, value $5,300,997.

    13F-HR/A 0001599511-25-000014 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 200,354 shares
    Change vs previous 13F +97,818 shares

    0.55% of the 13F portfolio, value $5,181,145.

    13F-HR/A 0001599511-25-000013 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 102,536 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,280,604.

    13F-HR/A 0001599511-25-000012 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).