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Red Tortoise LLC

SEC CIK
0001910488
Latest filing
Apr 21, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Red Tortoise LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q1 2026 holdings

Shares (Q1 2026)
148
Value
$13.9K
% of portfolio
<0.1%
Quarters held
15
Since Q3 2021
Holdings of SCHW by Red Tortoise LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026148$13.9K<0.1%00.0%UnchangedHolders
Q4 2025148$14.8K<0.1%00.0%UnchangedHolders
Q3 2025148$14.1K<0.1%00.0%UnchangedHolders
Q2 2025148$13.5K<0.1%00.0%UnchangedHolders
Q1 2025148$11.6K<0.1%00.0%UnchangedHolders
Q4 2024148$11.0K<0.1%00.0%UnchangedHolders
Q3 2024148$9.59K<0.1%00.0%UnchangedHolders
Q2 2024148$10.9K<0.1%00.0%UnchangedHolders
Q1 2024148$10.7K<0.1%00.0%UnchangedHolders
Q4 2023148$10.2K<0.1%+42+39.6%AddedHolders
Q3 2023106$5.82K<0.1%00.0%UnchangedHolders
Q2 2023106$6.01K<0.1%−226−68.1%ReducedHolders
Q1 2023332$17.4K<0.1%+200+151.5%AddedHolders
Q4 2022132$11.0K<0.1%–No prior filingHolders
Q4 20210$00.0%−132−100.0%Sold outHolders
Q3 2021132$9.00K<0.1%–No prior filingHolders