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Disclosery

Tortoise Investment Management, LLC: SCHO position timeline

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

Tortoise Investment Management, LLC held 53,279 SCHO 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 53,279 shares
    Change vs previous 13F -22,848 shares

    0.1% of the 13F portfolio, value $1,286,165.

    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 76,127 shares
    Change vs previous 13F -1,221 shares

    0.15% of the 13F portfolio, value $1,847,600.

    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 77,348 shares
    Change vs previous 13F -38 shares

    0.17% of the 13F portfolio, value $1,884,982.

    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 77,386 shares
    Change vs previous 13F -41,574 shares

    0.17% of the 13F portfolio, value $1,888,212.

    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 118,960 shares
    Change vs previous 13F -12,518 shares

    0.28% of the 13F portfolio, value $2,900,249.

    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 131,478 shares
    Change vs previous 13F -22,288 shares

    0.33% of the 13F portfolio, value $3,200,179.

    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 153,766 shares
    Change vs previous 13F +55,200 shares

    0.39% of the 13F portfolio, value $3,699,613.

    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 98,566 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,827,771.

    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).