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Schwab Value Adv Inst Prime Sh other assets shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group investment in Schwab Value Adv Inst Prime Sh other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Adv Inst Prime Sh other assets held by Redwood Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Adv Inst Prime Sh other assets by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 4.2M 1.00

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money Investor Shares MMN (SWVXX)
Schwab Government Money Inv MMN (SNVXX)
Hon Hai Precision Ordf Ufo (HNHAF)
Microsoft Corporation (MSFT)
International Business Machines (IBM)
Apple (AAPL)
Schwab Value Advantage Money Ultra Shares MMN (SNAXX)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p 500 Etf Uie (IVV)
NVIDIA Corporation (NVDA)
Ishares Russell 2000 Etf Uie (IWM)
Energy Transfer MLP (ET)
Fidelity Advisor Growth Opps I MFC (FAGCX)
Broadcom (AVGO)
Spdr S&p Dividend Etf Uie (SDY)

View all positions for Redwood Wealth Management Group

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Bryn Mawr Trust
McMahon Financial Advisors
Kirtland Hills Capital Management
Jackson Wealth Management
Redwood Wealth Management Group
Encompass Wealth Advisors
Tucker Asset Management
Fairfield Financial Advisors
Westside Investment Management
Kanawha Capital Management

View all funds holding Schwab Value Adv Inst Prime Sh other assets