Charles Schwab Family Of Funds

Redwood Wealth Management Group, LLC SWVXX

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/3/2026

Shares

20,416,094

Value ($000)

20,416

Weight

8.5%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/3/2026	20,416	8.5%	20,416,094	12/31/2025
2025 Q3	10/24/2025	21,822	9.3%	21,822,404	9/30/2025
2025 Q2	8/5/2025	22,904	10%	22,903,628	6/30/2025