Red Tortoise LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Red Tortoise LLC’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.27M	Sell	122,832 -209	-0.2%	-$5.58K	1.37%	18
2025 Q4	$3.26M	Buy	123,041 +1,885	+2%	+$50.6K	1.4%	16
2025 Q3	$3.27M	Sell	121,156 -2,920	-2%	-$78.1K	1.43%	16
2025 Q2	$3.31M	Buy	124,076 +540	+0.4%	+$14.3K	1.62%	16
2025 Q1	$3.32M	Buy	123,536 +52	+0%	+$1.37K	1.73%	15
2024 Q4	$3.19M	Buy	123,484 +834	+0.7%	+$21.9K	1.67%	15
2024 Q3	$3.29M	Buy	122,650 +1,126	+0.9%	+$29.7K	1.66%	15
2024 Q2	$3.16M	Buy	121,524 +2,162	+2%	+$55.9K	1.72%	15
2024 Q1	$3.11M	Hold	119,362	–	–	1.74%	15
2023 Q4	$3.12M	Buy	119,362 +10,084	+9%	+$257K	1.76%	16
2023 Q3	$2.76M	Buy	109,278 +6,346	+6%	+$164K	1.85%	15
2023 Q2	$2.7M	Buy	102,932 +5,886	+6%	+$156K	1.69%	15
2023 Q1	$2.6M	Buy	97,046 +998	+1%	+$26.3K	1.75%	16
2022 Q4	$2.49M	Buy	+96,048	New	+$2.51M	1.72%	15
2021 Q4	–	Sell	-592	Closed	-$15K	–	460
2021 Q3	$15K	Buy	+592	New	+$18.7K	0.01%	193

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Bank of America

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Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return