Sherwood Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History
Sherwood Financial Partners, LLC
- $103 Billion
- Q1 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 234,715 shares of SCHE stock, worth $7.18 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
234,715
Previous 232,135
1.11%
Holding current value
$7.18 Million
Previous $6.18 Billion
4.68%
% of portfolio
6.28%
Previous 6.14%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
851Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$614 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$555 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$301 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$110 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$105 Million0.13% of portfolio