SCHB — SCHWAB U.S. BROAD MARKET ETF

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in SCHWAB U.S. BROAD MARKET ETF (SCHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.42% (2024 Q4)
Avg. % of fund
1.18%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 102,173 +184 +0.2% 1.14% $2.7M $26.23
2025 Q3 ADDED 101,989 +118 +0.1% 1.14% $2.6M $25.63
2025 Q2 ADDED 101,871 +153 +0.2% 1.17% $2.4M $23.69
2025 Q1 REDUCED 101,718 -18,995 -15.7% 1.13% $2.2M $21.34
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHB price (monthly, adj. close)

Other funds also holding SCHB

As of 2025 Q4 — sorted by position size

HT Partners LLC 3Y 7Y 47.44% Evergreen Advisors, LLC 3Y 7Y 39.45% Appalachian Capital Management Ltd 32.7% Strid Group, LLC 3Y 7Y 28.46% MYECFO, LLC 27.62% Morton Brown Family Wealth, LLC 3Y 27.48% TruNorth Capital Management, LLC 25.34% REBALANCE, LLC 3Y 22.94% Hanson & Doremus Investment Management 3Y 7Y 22.09% Schaeffer Financial LLC 3Y 20.19%
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