Sherwood Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sherwood Financial Partners, LLC

$103 Billion
Q1 2025

A detailed history of Sherwood Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sherwood Financial Partners, LLC holds 510,035 shares of SCHM stock, worth $14.1 Million. This represents 12.97% of its overall portfolio holdings.

Number of Shares

510,035

Previous 501,581 1.69%

Holding current value

$14.1 Million

Previous $13.9 Billion 3.86%

% of portfolio

12.97%

Previous 13.8%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $216,253 - $247,194	8,454 Added 1.69%	510,035 $13.4 Billion
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $13.8 Million - $41.7 Million	501,581 New	501,581 $13.9 Billion

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Sherwood Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History