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Disclosery

Red Tortoise LLC: SCHB position timeline

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

Red Tortoise LLC held 98,340 SCHB shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 98,340 shares
    Change vs previous 13F -3,833 shares

    1.04% of the 13F portfolio, value $2,468,345.

    13F-HR 0001910488-26-000002 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 102,173 shares
    Change vs previous 13F +184 shares

    1.15% of the 13F portfolio, value $2,680,007.

    13F-HR 0001910488-26-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 101,989 shares
    Change vs previous 13F +118 shares

    1.15% of the 13F portfolio, value $2,622,137.

    13F-HR 0001910488-25-000005 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 101,871 shares
    Change vs previous 13F +153 shares

    1.19% of the 13F portfolio, value $2,427,579.

    13F-HR 0001910488-25-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 101,718 shares
    Change vs previous 13F -18,995 shares

    1.14% of the 13F portfolio, value $2,189,996.

    13F-HR 0001910488-25-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 120,713 shares
    Change vs previous 13F +80,211 shares

    1.44% of the 13F portfolio, value $2,740,182.

    13F-HR 0001910488-25-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 40,502 shares
    Change vs previous 13F +2,010 shares

    1.36% of the 13F portfolio, value $2,694,222.

    13F-HR 0001910488-24-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 38,492 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,419,987.

    13F-HR 0001910488-24-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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