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

Redwood Wealth Management Group, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
2,564,130
Previous 2,543,647 0.81%
Holding current value
$2.56 Billion
Previous $2.54 Billion 0.81%
% of portfolio
1.09%
Previous 1.14%

Shares

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

Oct 24, 2025
BUY
N/A
20,483 Added 0.81%
2,564,130 $2.56 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-739,033 Reduced 22.51%
2,543,647 $2.54 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-819,619 Reduced 19.98%
3,282,680 $3.28 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-117,382 Reduced 2.78%
4,102,299 $4.1 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
4,219,681 New
4,219,681 $4.22 Billion
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