Sherwood Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Sherwood Financial Partners, LLC
- $101 Billion
- Q4 2024
A detailed history of Sherwood Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sherwood Financial Partners, LLC holds 1,439,364 shares of SCHX stock, worth $34.2 Million. This represents 33.12% of its overall portfolio holdings.
Number of Shares
1,439,364Holding current value
$34.2 Million% of portfolio
33.12%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,465Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.9 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.96 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$835 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$763 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$623 Million8.63% of portfolio