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Disclosery

Red Tortoise LLC: SCHX position timeline

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

Red Tortoise LLC held 286,631 SCHX 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 286,631 shares
    Change vs previous 13F +1,695 shares

    3.09% of the 13F portfolio, value $7,348,448.

    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 284,936 shares
    Change vs previous 13F -384 shares

    3.29% of the 13F portfolio, value $7,673,814.

    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 285,320 shares
    Change vs previous 13F +13,894 shares

    3.3% of the 13F portfolio, value $7,521,613.

    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 271,426 shares
    Change vs previous 13F -64,924 shares

    3.24% of the 13F portfolio, value $6,640,218.

    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 336,350 shares
    Change vs previous 13F -9,761 shares

    3.88% of the 13F portfolio, value $7,433,516.

    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 346,111 shares
    Change vs previous 13F +229,701 shares

    4.24% of the 13F portfolio, value $8,081,051.

    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 116,410 shares
    Change vs previous 13F +2,272 shares

    3.98% of the 13F portfolio, value $7,898,451.

    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 114,138 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $7,333,352.

    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).