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Schwab Value Advantage Money F mut shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group investment in Schwab Value Advantage Money F mut

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Advantage Money F mut 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 Advantage Money F mut by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 22M 1.00
2025-06-30 $23M 23M 1.00
2025-03-31 $26M 26M 1.00
2024-12-31 $31M 31M 1.00
2024-09-30 $31M 31M 1.00