Tortoise Investment Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Tortoise Investment Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,440	Closed	-$143K	–	1220
2025 Q3	$143K	Buy	4,440 +635	+17%	+$20.1K	0.01%	263
2025 Q2	$121K	Sell	3,805 -715	-16%	-$22.5K	0.01%	268
2025 Q1	$148K	Buy	4,520 +1,365	+43%	+$43.7K	0.02%	240
2024 Q4	$99.2K	Sell	3,155 -405	-11%	-$13.3K	0.01%	310
2024 Q3	$125K	Buy	3,560 +2,600	+271%	+$89.4K	0.01%	282
2024 Q2	$31.5K	Hold	960	–	–	﹤0.01%	464
2024 Q1	$32.4K	Sell	960 -1,440	-60%	-$48.5K	﹤0.01%	441
2023 Q4	$84.2K	Buy	2,400 +945	+65%	+$30.4K	0.01%	297
2023 Q3	$46.1K	Buy	+1,455	New	+$49.6K	0.01%	351

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's SCHQ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 4,440 shares — an estimated $143K sold.

Tortoise Investment Management first reported a position in SCHQ in Q3 2023 and held it in 9 quarters. The position peaked at $148K in Q1 2025. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Tortoise Investment Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 4,440 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $143K.
Tortoise Investment Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and held it in 9 quarters.
Tortoise Investment Management's Schwab Long-Term US Treasury ETF position peaked at $148K in Q1 2025.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.