Position in SCHW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$13,909
-$877 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Red Tortoise LLC holds $108,457 across 6 Capital Markets names. SCHW ranks #4 (12.8% of the industry book) .
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,909 | 148 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $14,786 | 148 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $14,129 | 148 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $13,503 | 148 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $11,585 | 148 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $10,953 | 148 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $9,591 | 148 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $10,906 | 148 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $10,706 | 148 | Shares | Other | 2024-04-19 | |
| 2023-12-31 | $10,182 | 148 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $5,819 | 106 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $6,008 | 106 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $17,390 | 332 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $10,990 | 132 | Shares | Other | 2023-02-01 | |
| 2021-09-30 | $9,614 | 132 | Shares | Other | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||