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Schwab Strategic Tr us lrg cap etf shares owned by Sherwood Financial Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Sherwood Financial Partners from 13F filings

Historical chart of Sherwood Financial Partners investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Sherwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Sherwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $38M 1.4M 26.34
2025-06-30 $35M 1.4M 24.44
2025-03-31 $32M 1.5M 22.08
2024-12-31 $33M 1.4M 23.18

More positions owned by Sherwood Financial Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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View all positions for Sherwood Financial Partners

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