Redwood Wealth Management Group, LLC SCHWAB PRIME ADVANTAGE MONEY INVESTOR Transaction History

Redwood Wealth Management Group, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
21,822,404
Previous 22,903,628 4.72%
Holding current value
$21.8 Billion
Previous $22.9 Billion 4.72%
% of portfolio
9.26%
Previous 10.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-1,081,224 Reduced 4.72%
21,822,404 $21.8 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-3,235,585 Reduced 12.38%
22,903,628 $22.9 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-4,934,469 Reduced 15.88%
26,139,213 $26.1 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-346,496 Reduced 1.1%
31,073,682 $31.1 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
31,420,178 New
31,420,178 $31.4 Billion
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