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Disclosery

Red Tortoise LLC: SCHD position timeline

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

Red Tortoise LLC held 3,342 SCHD 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 3,342 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $102,534.

    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 3,324 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $91,178.

    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 3,303 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $90,163.

    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 3,289 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $87,150.

    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 3,274 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $91,554.

    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 3,262 shares
    Change vs previous 13F +2,181 shares

    0.05% of the 13F portfolio, value $89,109.

    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 1,081 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $91,394.

    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 1,068 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $83,040.

    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).