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Disclosery

Red Spruce Capital, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Spruce Capital, LLC on SCHW, newest first. How the timeline and the estimate are built.

Red Spruce Capital, LLC held 57,237 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,237 shares
    Change vs previous 13F +1,970 shares

    1.98% of the 13F portfolio, value $5,594,344.

    13F-HR 0001214659-26-012633 filed by Red Spruce Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,267 shares
    Change vs previous 13F +12,484 shares

    1.78% of the 13F portfolio, value $5,099,486.

    13F-HR 0001214659-26-008276 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 42,783 shares
    Change vs previous 13F +412 shares

    1.65% of the 13F portfolio, value $4,020,746.

    13F-HR 0001214659-26-004490 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,371 shares
    Change vs previous 13F +825 shares

    1.69% of the 13F portfolio, value $4,233,287.

    13F-HR 0001214659-26-000131 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,546 shares
    Change vs previous 13F -171 shares

    1.62% of the 13F portfolio, value $3,966,397.

    13F-HR 0001214659-25-014636 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 41,717 shares
    Change vs previous 13F -463 shares

    1.65% of the 13F portfolio, value $3,806,259.

    13F-HR 0001214659-25-010111 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,180 shares
    Change vs previous 13F +149 shares

    1.55% of the 13F portfolio, value $3,301,850.

    13F-HR 0001214659-25-005550 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 42,031 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,110,714.

    13F-HR 0001214659-25-000872 filed by Red Spruce Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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