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

Sherwood Financial Partners, LLC

$115 Billion
Q3 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 517,031 shares of SCHM stock, worth $15.1 Million. This represents 13.37% of its overall portfolio holdings.

Number of Shares

517,031

Previous 520,046 0.58%

Holding current value

$15.1 Million

Previous $14.6 Billion 5.06%

% of portfolio

13.37%

Previous 13.37%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$28.15 - $30.13 $84,872 - $90,841	-3,015 Reduced 0.58%	517,031 $15.3 Billion
Q2 2025 Aug 12, 2025	BUY	$22.92 - $28.05 $229,452 - $280,808	10,011 Added 1.96%	520,046 $14.6 Billion
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

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

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