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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
2024-12-31 $31M 31M 1.00
2024-09-30 $31M 31M 1.00

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money Investor Shares Mutual Fund (SWVXX)
Schwab Government Money Inv Mutual Fund (SNVXX)
Microsoft Corp Equity (MSFT)
Hon Hai Precision Ordf Equity (HNHAF)
Apple Equity (AAPL)
Ibm Corp Equity (IBM)
Baron Partners Retail Mutual Fund (BPTRX)
Schwab Value Advantage Money Ultra Shares Mutual Fund (SNAXX)
Nvidia Corp Equity (NVDA)
Energy Transfer Equity (ET)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core S&p 500 Etf Iv Etf (IVV)
Fidelity Advisor Growth Opps I Mutual Fund (FAGCX)
Alphabet Inc Class C Equity (GOOG)
Alphabet Inc Class A Equity (GOOGL)

View all positions for Redwood Wealth Management Group

Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Stonebridge Capital Management
Kirtland Hills Capital Management
Fairfield Financial Advisors
Game Plan Financial Advisors
Twin Capital Management
Financial Gravity Companies
Dale Q Rice Investment Management
Westside Investment Management
Lester Murray Antman dba SimplyRich
DCM Advisors
Main Management
The Ithaka Group
Private Capital Advisors

View all funds holding Schwab Value Advantage Money F mut