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Disclosery

Red Tortoise LLC: SCHZ position timeline

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

Red Tortoise LLC held 148,447 SCHZ 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 148,447 shares
    Change vs previous 13F +18,703 shares

    1.45% of the 13F portfolio, value $3,446,506.

    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 129,744 shares
    Change vs previous 13F +1,338 shares

    1.3% of the 13F portfolio, value $3,032,127.

    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 128,406 shares
    Change vs previous 13F +33,176 shares

    1.32% of the 13F portfolio, value $3,013,700.

    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 95,230 shares
    Change vs previous 13F +11,437 shares

    1.08% of the 13F portfolio, value $2,213,139.

    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 83,793 shares
    Change vs previous 13F +13,162 shares

    1.01% of the 13F portfolio, value $1,940,649.

    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 70,631 shares
    Change vs previous 13F +37,861 shares

    0.84% of the 13F portfolio, value $1,603,334.

    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 32,770 shares
    Change vs previous 13F +226 shares

    0.78% of the 13F portfolio, value $1,557,210.

    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 32,544 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,483,333.

    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).