Sherwood Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Sherwood Financial Partners, LLC

  • $103 Billion
  • Q1 2025

A detailed history of Sherwood Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sherwood Financial Partners, LLC holds 18,723 shares of SCHZ stock, worth $424,637. This represents 0.42% of its overall portfolio holdings.

Number of Shares
18,723
Previous 20,827 10.1%
Holding current value
$424,637
Previous $473 Million 8.28%
% of portfolio
0.42%
Previous 0.47%

Shares

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

May 12, 2025
SELL
$22.46 - $23.26 $47,255 - $48,939
-2,104 Reduced 10.1%
18,723 $434 Million
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $471,315 - $989,907
20,827 New
20,827 $473 Million

Others Institutions Holding SCHZ

# of Institutions
702
Shares Held
173M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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