Sherwood Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Sherwood Financial Partners, LLC

  • $103 Billion
  • Q1 2025

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 1,460,201 shares of SCHX stock, worth $34.1 Million. This represents 31.29% of its overall portfolio holdings.

Number of Shares
1,460,201
Previous 1,439,364 1.45%
Holding current value
$34.1 Million
Previous $33.4 Billion 3.37%
% of portfolio
31.29%
Previous 33.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$21.75 - $24.28 $453,204 - $505,922
20,837 Added 1.45%
1,460,201 $32.2 Billion
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $32.2 Million - $98.3 Million
1,439,364 New
1,439,364 $33.4 Billion

Others Institutions Holding SCHX

# of Institutions
1,497
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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