Sherwood Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Sherwood Financial Partners, LLC
- $115 Billion
- Q3 2025
A detailed history of Sherwood Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sherwood Financial Partners, LLC holds 224,250 shares of SCHE stock, worth $7.58 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
224,250
Previous 226,464
0.98%
Holding current value
$7.58 Million
Previous $6.83 Billion
9.63%
% of portfolio
6.53%
Previous 6.25%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
896Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio