Sherwood Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sherwood Financial Partners, LLC
- $101 Billion
- Q4 2024
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 501,581 shares of SCHM stock, worth $14 Million. This represents 13.8% of its overall portfolio holdings.
Number of Shares
501,581Holding current value
$14 Million% of portfolio
13.8%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio