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Tortoise Investment Management, LLC: SCHP position timeline

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

Tortoise Investment Management, LLC held 978,659 SCHP 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 978,659 shares
    Change vs previous 13F +48,996 shares

    1.93% of the 13F portfolio, value $25,934,459.

    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 929,663 shares
    Change vs previous 13F +34,539 shares

    2.04% of the 13F portfolio, value $24,738,329.

    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 895,124 shares
    Change vs previous 13F +46,048 shares

    2.08% of the 13F portfolio, value $23,711,831.

    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 849,076 shares
    Change vs previous 13F +77,088 shares

    2.04% of the 13F portfolio, value $22,882,604.

    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 771,988 shares
    Change vs previous 13F +129,870 shares

    1.96% of the 13F portfolio, value $20,596,648.

    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 642,118 shares
    Change vs previous 13F +175,136 shares

    1.8% of the 13F portfolio, value $17,266,565.

    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 466,982 shares
    Change vs previous 13F +373,146 shares

    1.27% of the 13F portfolio, value $12,062,135.

    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 93,836 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,032,407.

    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).